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Disclosery

Parcion Private Wealth LLC: COIN position timeline

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

Parcion Private Wealth LLC held 200,585 COIN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,585 shares
    Change vs previous 13F +77 shares

    1.63% of the 13F portfolio, value $29,323,521.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 200,508 shares
    Change vs previous 13F +87 shares

    2.17% of the 13F portfolio, value $35,010,702.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 200,421 shares
    Change vs previous 13F -33,901 shares

    2.76% of the 13F portfolio, value $45,323,205.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 234,322 shares
    Change vs previous 13F +89 shares

    4.93% of the 13F portfolio, value $79,081,332.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 234,233 shares
    Change vs previous 13F +128 shares

    5.86% of the 13F portfolio, value $82,096,324.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth 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 234,105 shares
    Change vs previous 13F -34,280 shares

    3.29% of the 13F portfolio, value $40,319,904.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth 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 268,385 shares
    Change vs previous 13F -10,129 shares

    5.1% of the 13F portfolio, value $66,639,996.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth 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 278,514 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $49,622,839.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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