Proficio Capital Partners LLC COIN — COINBASE GLOBAL INC

Ownership history in Proficio Capital Partners LLC  ·  8 quarters on record

AI Ownership Summary

Proficio Capital Partners LLC reported COINBASE GLOBAL INC (COIN) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows COIN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this COIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Proficio Capital Partners LLC's position in COINBASE GLOBAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

COIN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

COIN stock page Proficio Capital Partners LLC fund profile Proficio Capital Partners LLC full holdings
How Proficio Capital Partners LLC held COIN — position size vs. price
% of Fund (quarterly)    COIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 46.8% -30.7% ✅ 915 -805 -46.8% 0.01% $309K 2025-11-12 $304.00
2025 Q2 ADDED — — — 1,720 +41 +2.4% 0.04% $603K 2025-08-07 $310.79
2025 Q1 REDUCED 99.6% +103.5% ❌ 1,679 -416,717 -99.6% 0.02% $289K 2025-05-06 $196.89
2024 Q4 ADDED — — — 418,396 +417,036 +30664.4% 0.03% $418.4M 2025-02-05 $275.14
2024 Q3 REDUCED 13.3% +43.4% ❌ 1,360 -208 -13.3% 0.02% $242K 2024-11-01 $182.88
2024 Q2 ADDED — — — 1,568 +448 +40.0% 0.04% $348K 2024-07-25 $231.52
2024 Q1 REDUCED 98.2% -12.0% ✅ 1,120 -61,723 -98.2% 0.03% $298K 2024-05-02 $228.85
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding COIN

As of 2026 Q1 — sorted by position size

SJBENEN ADVISORY, LLC 8.29% Refined Wealth Management 3Y 6.52% Paragon Capital Management Ltd 3Y 7Y 4.03% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 2.43% Parcion Private Wealth LLC 3Y 2.17% REX Advisers, LLC 1.78% Horizon Wealth Management, LLC 3Y 0.78% SYQUANT CAPITAL SAS 3Y 0.6% Grant Private Wealth Management Inc 0.54% GERBER, LLC 0.53%

FAQ About Proficio Capital Partners LLC and COIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Proficio Capital Partners LLC reported owning COIN?

Proficio Capital Partners LLC reported COIN across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported COIN position in Proficio Capital Partners LLC's portfolio?

The largest reported portfolio weight for COIN was 0.04% in 2025 Q2.

What is the latest reported COIN position on this page?

The most recent filing on this page is 2025 Q3, when Proficio Capital Partners LLC reported 915 shares, equal to 0.01% of portfolio, with an estimated market value of $309K.

What does the chart on this COIN ownership page compare?

The chart compares Proficio Capital Partners LLC's quarterly COIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Proficio Capital Partners LLC time their COIN position?

Based on 13F filing dates vs. subsequent COIN price moves, Proficio Capital Partners LLC correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on COIN relative to SPY over the holding period was +145.8%.

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