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AVANTAX ADVISORY SERVICES, INC.: KO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 395,006 KO shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 395,006 shares
    Change vs previous 13F +27,002 shares

    0.15% of the 13F portfolio, value $27,946,682.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 368,004 shares
    Change vs previous 13F +9,570 shares

    0.16% of the 13F portfolio, value $26,356,474.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 358,434 shares
    Change vs previous 13F -1,339 shares

    0.14% of the 13F portfolio, value $22,316,104.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 359,773 shares
    Change vs previous 13F +7,797 shares

    0.17% of the 13F portfolio, value $25,853,282.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 351,976 shares
    Change vs previous 13F +103,316 shares

    0.16% of the 13F portfolio, value $22,403,244.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 248,660 shares
    Change vs previous 13F +24,902 shares

    0.14% of the 13F portfolio, value $15,213,040.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 223,758 shares
    Change vs previous 13F +15,565 shares

    0.13% of the 13F portfolio, value $13,186,068.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 208,193 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,654,659.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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