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Disclosery

ACG Wealth: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACG Wealth on KO, newest first. How the timeline and the estimate are built.

ACG Wealth held 48,317 KO shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 48,317 shares
    Change vs previous 13F -129 shares

    0.62% of the 13F portfolio, value $2,707,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 48,446 shares
    Change vs previous 13F +7,179 shares

    0.62% of the 13F portfolio, value $3,048,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 41,267 shares
    Change vs previous 13F -3,345 shares

    0.48% of the 13F portfolio, value $2,559,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 44,612 shares
    Change vs previous 13F -546 shares

    0.38% of the 13F portfolio, value $2,641,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 45,158 shares
    Change vs previous 13F +559 shares

    0.31% of the 13F portfolio, value $2,369,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 44,599 shares
    Change vs previous 13F -3,070 shares

    0.31% of the 13F portfolio, value $2,413,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 47,669 shares
    Change vs previous 13F -3,749 shares

    0.33% of the 13F portfolio, value $2,513,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 51,418 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,820,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).