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Aletheian Wealth Advisors LLC: COIN position timeline

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

Aletheian Wealth Advisors LLC held 3,377 COIN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,377 shares
    Change vs previous 13F +583 shares

    0.25% of the 13F portfolio, value $629,507.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,794 shares
    Change vs previous 13F -2,900 shares

    0.17% of the 13F portfolio, value $408,455.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,694 shares
    Change vs previous 13F -2,284 shares

    0.48% of the 13F portfolio, value $994,229.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors LLC
    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 7,978 shares
    Change vs previous 13F -27 shares

    1.25% of the 13F portfolio, value $2,692,495.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors LLC
    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 8,005 shares
    Change vs previous 13F +770 shares

    1.38% of the 13F portfolio, value $2,805,672.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors LLC
    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 7,235 shares
    Change vs previous 13F -41 shares

    0.7% of the 13F portfolio, value $1,246,084.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors LLC
    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 7,276 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,806,631.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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