Refined Wealth Management
- SEC CIK
- 0001724729
- Latest filing
- Jul 21, 2026
COIN holding history
Coinbase Global, Inc. in every 13F filed by Refined Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
COIN overviewAll 13F holders of COINFull Q2 2026 holdings
- Shares (Q2 2026)
- 58,894
- Value
- $8.61M
- % of portfolio
- 5.2%
- Quarters held
- 19
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 58,894 | $8.61M | 5.2% | −257−0.4% | Reduced | Holders |
| Q1 2026 | 59,151 | $10.3M | 6.5% | +633+1.1% | Added | Holders |
| Q4 2025 | 58,518 | $13.2M | 8.9% | +462+0.8% | Added | Holders |
| Q3 2025 | 58,056 | $19.6M | 12.6% | −692−1.2% | Reduced | Holders |
| Q2 2025 | 58,748 | $20.6M | 14.2% | +940+1.6% | Added | Holders |
| Q1 2025 | 57,808 | $9.96M | 8.1% | +8,132+16.4% | Added | Holders |
| Q4 2024 | 49,676 | $12.3M | 9.4% | −463−0.9% | Reduced | Holders |
| Q3 2024 | 50,139 | $8.93M | 6.9% | −720−1.4% | Reduced | Holders |
| Q2 2024 | 50,859 | $11.3M | 8.7% | −989−1.9% | Reduced | Holders |
| Q1 2024 | 51,848 | $13.7M | 9.7% | −1,726−3.2% | Reduced | Holders |
| Q4 2023 | 53,574 | $9.32M | 7.3% | −110−0.2% | Reduced | Holders |
| Q3 2023 | 53,684 | $4.03M | 3.6% | −1,754−3.2% | Reduced | Holders |
| Q2 2023 | 55,438 | $3.97M | 3.3% | +526+1.0% | Added | Holders |
| Q1 2023 | 54,912 | $3.71M | 3.3% | +252+0.5% | Added | Holders |
| Q4 2022 | 54,660 | $1.93M | 1.7% | +6,781+14.2% | Added | Holders |
| Q3 2022 | 47,879 | $3.09M | 2.8% | +1,175+2.5% | Added | Holders |
| Q2 2022 | 46,704 | $2.20M | 2.0% | +46,704 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −13,845−100.0% | Sold out | Holders |
| Q4 2021 | 13,845 | $3.49M | 2.7% | +672+5.1% | Added | Holders |
| Q3 2021 | 13,173 | $3.00M | 2.4% | +13,173 | New | Holders |