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Modern Wealth Management, LLC

SEC CIK
0002001900
Latest filing
Aug 13, 2026

COIN holding history

Coinbase Global, Inc. in every 13F filed by Modern Wealth Management, LLC, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2025
Holdings of COIN by Modern Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,301−100.0%Sold outHolders
Q4 20251,301$294.2K<0.1%+306+30.8%AddedHolders
Q3 2025995$335.8K<0.1%+995NewHolders