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Vestmark Advisory Solutions, Inc.: COIN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on COIN, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 44,655 COIN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,655 shares
    Change vs previous 13F +2,785 shares

    0.06% of the 13F portfolio, value $6,528,115.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 41,870 shares
    Change vs previous 13F -2,240 shares

    0.08% of the 13F portfolio, value $7,310,920.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 44,110 shares
    Change vs previous 13F +4,397 shares

    0.13% of the 13F portfolio, value $9,975,036.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 39,713 shares
    Change vs previous 13F -50,371 shares

    0.26% of the 13F portfolio, value $13,402,740.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 90,084 shares
    Change vs previous 13F +42,357 shares

    0.46% of the 13F portfolio, value $31,573,541.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 47,727 shares
    Change vs previous 13F -17,084 shares

    0.21% of the 13F portfolio, value $8,220,021.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 64,811 shares
    Change vs previous 13F +20,805 shares

    0.56% of the 13F portfolio, value $16,375,568.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 44,006 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $7,840,549.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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