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Disclosery

Castleview Partners, LLC: KO position timeline

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

Castleview Partners, LLC held 9,811 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,811 shares
    Change vs previous 13F +1,263 shares

    0.37% of the 13F portfolio, value $844,582.

    13F-HR 0001737088-26-000009 filed by Castleview Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,548 shares
    Change vs previous 13F +1,678 shares

    0.31% of the 13F portfolio, value $694,705.

    13F-HR 0001737088-26-000007 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,870 shares
    Change vs previous 13F +990 shares

    0.27% of the 13F portfolio, value $522,464.

    13F-HR 0001737088-26-000004 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,880 shares
    Change vs previous 13F +1,073 shares

    0.2% of the 13F portfolio, value $411,071.

    13F-HR 0001737088-26-000003 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,807 shares
    Change vs previous 13F +556 shares

    0.17% of the 13F portfolio, value $318,800.

    13F-HR 0001737088-25-000008 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,251 shares
    Change vs previous 13F -4,042 shares

    0.19% of the 13F portfolio, value $300,758.

    13F-HR 0001737088-25-000006 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,293 shares
    Change vs previous 13F +1,868 shares

    0.4% of the 13F portfolio, value $593,944.

    13F-HR 0001737088-25-000005 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 6,425 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $397,321.

    13F-HR/A 0001737088-25-000002 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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