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Coinbase Global shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Coinbase Global (COIN) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Coinbase Global

Tip: Access up to 7 years of quarterly data

All positions including Coinbase Global held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coinbase Global by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 618 337.52
2025-06-30 $203k 578 350.52

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

Top funds holding Coinbase Global

Lombard Odier Asset Management
Vanguard Group
Susquehanna International
BlackRock
Jane Street
Citadel Advisors
Toroso Investments
State Street Corporation
Groupama Asset Managment
CTC
Geode Capital Management
FMR
Paradigm Operations
Morgan Stanley
Wolverine Trading

View all funds holding Coinbase Global