Back to COIN

Creative Planning → COIN

Creative Planning COIN Position History

Coinbase Global, Inc. • Financial Services

Quarters held
9
Latest value
$12.3M
Q3 2026
Peak value
$20.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$116K
Q3 2025$20.8M
Q3 2025$9K
Q4 2025$19.9M
Q1 2026$15.3M
Q2 2026$29K
Q2 2026$8.4M
Q3 2026$72K
Q3 2026$12.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.3M65.8K——
Q3 2026$72K387——
Q2 2026$8.4M57.1K——
Q2 2026$29K195——
Q1 2026$15.3M87.8K——
Q4 2025$19.9M87.8K——
Q3 2025$9K200——
Q3 2025$20.8M61.7K——
Q3 2025$116K345——

Other funds holding COIN

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning COIN Holdings: 13F Position History | Track13F