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NewEdge Advisors, LLC: COIN position timeline

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

NewEdge Advisors, LLC held 15,805 COIN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,805 shares
    Change vs previous 13F -4,599 shares

    0.01% of the 13F portfolio, value $2,310,515.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    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/A 20,404 shares
    Change vs previous 13F +2,685 shares

    0.01% of the 13F portfolio, value $3,562,667.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 ended2025-12-31
    13F 17,719 shares
    Change vs previous 13F +564 shares

    0.01% of the 13F portfolio, value $4,006,958.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 17,155 shares
    Change vs previous 13F +3,840 shares

    0.03% of the 13F portfolio, value $5,789,542.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 13,315 shares
    Change vs previous 13F +632 shares

    0.02% of the 13F portfolio, value $4,666,831.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 12,683 shares
    Change vs previous 13F +3,467 shares

    0.01% of the 13F portfolio, value $2,184,319.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 9,216 shares
    Change vs previous 13F +2,752 shares

    0.01% of the 13F portfolio, value $2,288,365.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    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 6,464 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,151,712.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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