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Disclosery

SVB WEALTH LLC: COIN position timeline

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

SVB WEALTH LLC held 13,103 COIN shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,103 shares
    Change vs previous 13F -4,426 shares

    0.12% of the 13F portfolio, value $1,915,528.

    13F-HR 0001626116-26-000003 filed by SVB 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 17,529 shares
    Change vs previous 13F +6,075 shares

    0.2% of the 13F portfolio, value $3,060,739.

    13F-HR 0001626116-26-000002 filed by SVB 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 11,454 shares
    Change vs previous 13F +8,672 shares

    0.15% of the 13F portfolio, value $2,590,207.

    13F-HR 0001626116-26-000001 filed by SVB 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 2,782 shares
    Change vs previous 13F +1,199 shares

    0.05% of the 13F portfolio, value $938,897.

    13F-HR 0001626116-25-000005 filed by SVB 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 1,583 shares
    Change vs previous 13F -1,985 shares

    0.03% of the 13F portfolio, value $554,826.

    13F-HR 0001626116-25-000004 filed by SVB 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 3,568 shares
    Change vs previous 13F -34 shares

    0.03% of the 13F portfolio, value $614,517.

    13F-HR 0001626116-25-000003 filed by SVB 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 3,602 shares
    Change vs previous 13F +3,602 shares

    0.02% of the 13F portfolio, value $894,376.

    13F-HR 0001626116-25-000001 filed by SVB 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.