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Disclosery

Refined Wealth Management: COIN position timeline

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

Refined Wealth Management held 58,350 COIN shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 58,350 shares
    Change vs previous 13F -544 shares

    6.09% of the 13F portfolio, value $10,877,047.

    13F-HR 0001724729-26-000006 filed by Refined Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,894 shares
    Change vs previous 13F -257 shares

    5.2% of the 13F portfolio, value $8,609,714.

    13F-HR 0001724729-26-000005 filed by Refined 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 ended2026-03-31
    13F 59,151 shares
    Change vs previous 13F +633 shares

    6.52% of the 13F portfolio, value $10,328,356.

    13F-HR 0001724729-26-000003 filed by Refined 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 ended2025-12-31
    13F 58,518 shares
    Change vs previous 13F +462 shares

    8.91% of the 13F portfolio, value $13,233,261.

    13F-HR 0001724729-26-000001 filed by Refined 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 ended2025-09-30
    13F 58,056 shares
    Change vs previous 13F -692 shares

    12.59% of the 13F portfolio, value $19,593,319.

    13F-HR 0001724729-25-000008 filed by Refined 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 ended2025-06-30
    13F 58,748 shares
    Change vs previous 13F +940 shares

    14.15% of the 13F portfolio, value $20,590,587.

    13F-HR 0001724729-25-000005 filed by Refined 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 ended2025-03-31
    13F 57,808 shares
    Change vs previous 13F +8,132 shares

    8.14% of the 13F portfolio, value $9,956,272.

    13F-HR 0001724729-25-000003 filed by Refined 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 ended2024-12-31
    13F 49,676 shares
    Change vs previous 13F not available

    9.39% of the 13F portfolio, value $12,334,551.

    13F-HR 0001724729-25-000001 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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