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Disclosery

Cerity Partners LLC: COIN position timeline

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

Cerity Partners LLC held 21,203 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 21,203 shares
    Change vs previous 13F -917 shares

    <0.01% of the 13F portfolio, value $3,100,580.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 22,120 shares
    Change vs previous 13F -4,736 shares

    0.01% of the 13F portfolio, value $3,863,443.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 26,856 shares
    Change vs previous 13F +4,666 shares

    0.01% of the 13F portfolio, value $6,072,996.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 22,190 shares
    Change vs previous 13F +4,496 shares

    0.01% of the 13F portfolio, value $7,489,015.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 17,694 shares
    Change vs previous 13F +1,402 shares

    0.01% of the 13F portfolio, value $6,202,697.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 16,292 shares
    Change vs previous 13F +2,088 shares

    0.01% of the 13F portfolio, value $2,806,081.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 14,204 shares
    Change vs previous 13F +98 shares

    0.01% of the 13F portfolio, value $3,378,646.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 14,106 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,513,367.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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