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B. Riley Wealth Management, Inc.: KO position timeline

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

B. Riley Wealth Management, Inc. held 69,518 KO shares at 2022-06-30 per its 13F-HR filed 2022-09-09.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 69,518 shares
    Change vs previous 13F +25,151 shares

    0.04% of the 13F portfolio, value $4,373,000.

    13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 44,367 shares
    Change vs previous 13F +1,601 shares

    0.21% of the 13F portfolio, value $2,751,000.

    13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 42,766 shares
    Change vs previous 13F +2,400 shares

    0.18% of the 13F portfolio, value $2,532,000.

    13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 40,366 shares
    Change vs previous 13F +15,023 shares

    0.16% of the 13F portfolio, value $2,118,000.

    13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 25,343 shares
    Change vs previous 13F -4,347 shares

    0.15% of the 13F portfolio, value $1,371,000.

    13F-HR 0001213900-21-041763 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 29,690 shares
    Change vs previous 13F -2,542 shares

    0.18% of the 13F portfolio, value $1,565,000.

    13F-HR 0001213900-21-027030 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 32,232 shares
    Change vs previous 13F +1,015 shares

    0.23% of the 13F portfolio, value $1,768,000.

    13F-HR 0001213900-21-008521 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 31,217 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,541,000.

    13F-HR 0001213900-20-036301 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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