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Bison Wealth, LLC: KO position timeline

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

Bison Wealth, LLC held 20,251 KO shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 20,251 shares
    Change vs previous 13F -7,167 shares

    0.28% of the 13F portfolio, value $1,260,818.

    13F-HR 0001172661-25-001285 filed by Bison 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 ended2024-09-30
    13F 27,418 shares
    Change vs previous 13F -2,174 shares

    0.31% of the 13F portfolio, value $1,970,281.

    13F-HR 0001172661-24-004465 filed by Bison 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 ended2024-06-30
    13F 29,592 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,810,413.

    13F-HR 0001172661-24-002986 filed by Bison 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 ended2024-03-31
    13F 29,592 shares
    Change vs previous 13F +5 shares

    0.29% of the 13F portfolio, value $1,810,413.

    13F-HR 0001172661-24-002121 filed by Bison 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 ended2023-12-31
    13F 29,587 shares
    Change vs previous 13F +1,232 shares

    0.31% of the 13F portfolio, value $1,743,567.

    13F-HR 0001172661-24-000384 filed by Bison 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 ended2023-09-30
    13F 28,355 shares
    Change vs previous 13F -1,935 shares

    0.31% of the 13F portfolio, value $1,587,336.

    13F-HR 0001172661-23-003718 filed by Bison 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 ended2023-06-30
    13F 30,290 shares
    Change vs previous 13F +14,361 shares

    0.34% of the 13F portfolio, value $1,824,080.

    13F-HR 0001172661-23-003169 filed by Bison 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 ended2023-03-31
    13F 15,929 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,017,226.

    13F-HR 0001172661-23-002097 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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