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Disclosery

Avitas Wealth Management LLC: KO position timeline

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

Avitas Wealth Management LLC held 21,001 KO shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 21,001 shares
    Change vs previous 13F +100 shares

    0.18% of the 13F portfolio, value $1,307,522.

    13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 20,901 shares
    Change vs previous 13F +290 shares

    0.21% of the 13F portfolio, value $1,501,946.

    13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 20,611 shares
    Change vs previous 13F -7,156 shares

    0.19% of the 13F portfolio, value $1,311,890.

    13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 27,767 shares
    Change vs previous 13F +89 shares

    0.26% of the 13F portfolio, value $1,698,785.

    13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 27,678 shares
    Change vs previous 13F +20,388 shares

    0.27% of the 13F portfolio, value $1,631,065.

    13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 7,290 shares
    Change vs previous 13F -232 shares

    0.08% of the 13F portfolio, value $408,094.

    13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 7,522 shares
    Change vs previous 13F -96 shares

    0.08% of the 13F portfolio, value $452,975.

    13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 7,618 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $472,545.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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