Question 1

How many shares of COIN does AE Wealth Management LLC own?

Accepted Answer

As of 2026-Q2, AE Wealth Management LLC holds 12,547 shares of COIN (COINBASE GLOBAL INC -CLASS A).

Question 2

What is AE Wealth Management LLC's COIN position worth?

Accepted Answer

As of 2026-Q2, AE Wealth Management LLC's COIN position is worth $1.8M.

Question 3

Is AE Wealth Management LLC buying or selling COIN?

Accepted Answer

In 2026-Q2, AE Wealth Management LLC decreased their COIN position (-8.1% change in shares).

Question 4

When did AE Wealth Management LLC first buy COIN?

Accepted Answer

Based on available 13F filings, AE Wealth Management LLC first reported a position in COIN in 2024-Q3. They have held the position across 21 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	12,547	-8.1%	$1.8M	0.0%	$146.19	0
2026-Q1	Increased	13,655	+67.5%	$2.4M	0.0%	$182.36	38
2025-Q4	Increased	8,154	+245.9%	$1.8M	0.0%	$231.60	42
2025-Q3	Increased	2,357	+40.9%	$795,481	0.0%	$333.99	33
2025-Q2	Increased	1,673	+30.6%	$586,341	0.0%	$353.43	31
2025-Q1	Increased	1,281	+23.6%	$220,666	0.0%	$173.93	28
2024-Q4	New	1,036	—	$257,133	0.0%	$255.56	32
2024-Q3	Exited	0	-100.0%	$0	0.0%	$191.23	0