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Focus Partners Wealth: COIN position timeline

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

Focus Partners Wealth held 8,602 COIN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,602 shares
    Change vs previous 13F -74,739 shares

    <0.01% of the 13F portfolio, value $1,257,674.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 83,341 shares
    Change vs previous 13F +61,503 shares

    0.02% of the 13F portfolio, value $14,552,068.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 21,838 shares
    Change vs previous 13F -46,388 shares

    0.01% of the 13F portfolio, value $5,183,535.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,838 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 68,226 shares
    Change vs previous 13F +61,056 shares

    0.03% of the 13F portfolio, value $22,973,718.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 67,173 shares
    • Focus Partners Advisor Solutions, LLC: 1,053 shares

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

  5. period ended2025-06-30
    13F 7,170 shares
    Change vs previous 13F +1,968 shares

    0.01% of the 13F portfolio, value $2,512,740.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 5,202 shares
    Change vs previous 13F +361 shares

    <0.01% of the 13F portfolio, value $896,170.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 4,841 shares
    Change vs previous 13F +2,716 shares

    <0.01% of the 13F portfolio, value $1,202,014.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 2,125 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $378,533.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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