COINBASE GLOBAL INC -CLASS A · CUSIP 19260Q107 · CIK 1950962
As of 2026-06-30, Three Bridge Wealth Advisors, LLC reported 74.17K COIN (shares), valued at $10.84M, or 2.72% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares unchanged; reported value decreased 16.28%, and weight changed -0.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.72% | 74,173 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 3.56% | 74,173 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 4.42% | 74,170 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 6.45% | 74,170 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 6.86% | 74,236 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 4.44% | 74,170 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 6.47% | 74,398 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 8.18% | 124,398 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 10.96% | 124,398 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 12.99% | 124,346 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 9.03% | 150,063 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 4.67% | 149,875 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.67% | 149,875 | $11.25M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 9.03% | 150,063 | $26.10M | Shares increased 0.13%; reported value increased 131.94%, and weight changed +4.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 12.99% | 124,346 | $32.97M | Shares decreased 17.14%; reported value increased 26.31%, and weight changed +3.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 10.96% | 124,398 | $27.64M | Shares increased 0.04%; reported value decreased 16.14%, and weight changed -2.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 8.18% | 124,398 | $22.16M | Shares unchanged; reported value decreased 19.83%, and weight changed -2.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 6.47% | 74,398 | $18.47M | Shares decreased 40.19%; reported value decreased 16.65%, and weight changed -1.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 4.44% | 74,170 | $12.77M | Shares decreased 0.31%; reported value decreased 30.85%, and weight changed -2.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 6.86% | 74,236 | $26.02M | Shares increased 0.09%; reported value increased 103.68%, and weight changed +2.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 6.45% | 74,170 | $25.03M | Shares decreased 0.09%; reported value decreased 3.79%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 4.42% | 74,170 | $16.77M | Shares unchanged; reported value decreased 32.99%, and weight changed -2.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 3.56% | 74,173 | $12.95M | Shares increased 0.00%; reported value decreased 22.78%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 2.72% | 74,173 | $10.84M | Shares unchanged; reported value decreased 16.28%, and weight changed -0.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.