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Realta Investment Advisors: COIN position timeline

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

Realta Investment Advisors held 7,392 COIN shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,392 shares
    Change vs previous 13F -420 shares

    0.4% of the 13F portfolio, value $1,377,943.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,812 shares
    Change vs previous 13F -66 shares

    0.35% of the 13F portfolio, value $1,142,036.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    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 7,878 shares
    Change vs previous 13F +172 shares

    0.48% of the 13F portfolio, value $1,375,578.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,706 shares
    Change vs previous 13F -653 shares

    0.57% of the 13F portfolio, value $1,742,635.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,359 shares
    Change vs previous 13F +1,740 shares

    0.94% of the 13F portfolio, value $2,821,079.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,619 shares
    Change vs previous 13F +267 shares

    0.92% of the 13F portfolio, value $2,319,893.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,352 shares
    Change vs previous 13F -332 shares

    0.5% of the 13F portfolio, value $1,094,005.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,684 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,809,025.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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