Position in COIN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$185,661
+$105,516 QoQ
Shares Held
1,270
+176.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#780
of 1,109 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $17,538,561 across 11 Financial Data & Stock Exchanges names. COIN ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
10,562 | $4,069,341 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
32,388 | $3,987,286 | |
| 3 | CME |
Cme Group Inc.
|
16,037 | $3,541,450 | |
| 4 | MCO |
Moodys Corp /De/
|
6,576 | $2,978,401 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
6,909 | $1,676,607 | |
| 6 | MSCI |
MSCI Inc.
|
676 | $378,587 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,573 | $361,915 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
4,374 | $344,758 |
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,661 | 1,270 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $80,145 | 459 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $241,065 | 1,066 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $222,743 | 660 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $298,967 | 853 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $102,821 | 597 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $198,391 | 799 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $133,271 | 748 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $165,339 | 744 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $197,249 | 744 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $95,482 | 549 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $101,282 | 1,349 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $103,747 | 1,450 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $36,149 | 535 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $17,871 | 505 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $32,567 | 505 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $24,356 | 518 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $69,298 | 365 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $109,780 | 435 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $174,249 | 766 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $211,252 | 834 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||