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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: COIN position timeline

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

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 5,554 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 5,554 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $1,035,283.

    13F-HR 0001079935-26-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,566 shares
    Change vs previous 13F -2,308 shares

    0.01% of the 13F portfolio, value $813,694.

    13F-HR 0001079935-26-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    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 7,874 shares
    Change vs previous 13F -126,770 shares

    0.03% of the 13F portfolio, value $1,374,879.

    13F-HR 0001079935-26-000003 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 134,644 shares
    Change vs previous 13F -31,512 shares

    0.61% of the 13F portfolio, value $30,448,395.

    13F-HR 0001079935-26-000001 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 166,156 shares
    Change vs previous 13F +161,925 shares

    1.2% of the 13F portfolio, value $56,075,989.

    13F-HR 0001079935-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,231 shares
    Change vs previous 13F -1,984 shares

    0.03% of the 13F portfolio, value $1,482,923.

    13F-HR 0001811480-25-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    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 6,215 shares
    Change vs previous 13F +70 shares

    0.03% of the 13F portfolio, value $1,070,409.

    13F-HR 0001811480-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,145 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,525,803.

    13F-HR 0001811480-25-000002 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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