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Disclosery

Bogart Wealth, LLC: KO position timeline

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

Bogart Wealth, LLC held 11,086 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,086 shares
    Change vs previous 13F -71,258 shares

    0.03% of the 13F portfolio, value $900,962.

    13F-HR 0001715740-26-000004 filed by Bogart 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 82,344 shares
    Change vs previous 13F +1,421 shares

    0.24% of the 13F portfolio, value $6,262,256.

    13F-HR 0001715740-26-000003 filed by Bogart 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 80,923 shares
    Change vs previous 13F +15,337 shares

    0.23% of the 13F portfolio, value $5,657,322.

    13F-HR 0001715740-26-000002 filed by Bogart 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 65,586 shares
    Change vs previous 13F +1,755 shares

    0.18% of the 13F portfolio, value $4,349,665.

    13F-HR 0001715740-25-000009 filed by Bogart 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 63,831 shares
    Change vs previous 13F -620 shares

    0.19% of the 13F portfolio, value $4,516,039.

    13F-HR 0001715740-25-000008 filed by Bogart 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 64,451 shares
    Change vs previous 13F -39,751 shares

    0.22% of the 13F portfolio, value $4,616,002.

    13F-HR 0001715740-25-000005 filed by Bogart 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 104,202 shares
    Change vs previous 13F +14,925 shares

    0.31% of the 13F portfolio, value $6,487,635.

    13F-HR 0001715740-25-000003 filed by Bogart 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 89,277 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,415,471.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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