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Disclosery

Activest Wealth Management: COIN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Activest Wealth Management on COIN, newest first. How the timeline and the estimate are built.

Activest Wealth Management held 2,627 COIN shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,627 shares
    Change vs previous 13F -1,154 shares

    0.07% of the 13F portfolio, value $384,041.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,781 shares
    Change vs previous 13F +410 shares

    0.12% of the 13F portfolio, value $660,200.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,371 shares
    Change vs previous 13F +209 shares

    0.14% of the 13F portfolio, value $762,271.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,162 shares
    Change vs previous 13F -16 shares

    0.22% of the 13F portfolio, value $1,067,143.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,178 shares
    Change vs previous 13F +66 shares

    0.27% of the 13F portfolio, value $1,113,857.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,112 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $535,980.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,112 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $772,710.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,111 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $554,287.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).