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Disclosery

BIP Wealth, LLC: KO position timeline

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

BIP Wealth, LLC held 75,420 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,420 shares
    Change vs previous 13F +2,786 shares

    0.17% of the 13F portfolio, value $6,129,409.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 72,634 shares
    Change vs previous 13F -1,791 shares

    0.22% of the 13F portfolio, value $5,523,784.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 74,425 shares
    Change vs previous 13F +33,379 shares

    0.18% of the 13F portfolio, value $5,203,080.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 41,046 shares
    Change vs previous 13F +1,796 shares

    0.13% of the 13F portfolio, value $2,722,155.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 39,250 shares
    Change vs previous 13F +47 shares

    0.17% of the 13F portfolio, value $2,776,905.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 39,203 shares
    Change vs previous 13F +466 shares

    0.18% of the 13F portfolio, value $2,807,727.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 38,737 shares
    Change vs previous 13F -1,689 shares

    0.16% of the 13F portfolio, value $2,411,743.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 40,426 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,905,063.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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