Centerline Wealth Advisors, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centerline Wealth Advisors, LLC on KO, newest first. How the timeline and the estimate are built.
Centerline Wealth Advisors, LLC held 3,614 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 3,614 sharesChange vs previous 13F +14 shares
0.09% of the 13F portfolio, value $293,733.
13F-HR 0001802059-26-000009 filed by Centerline Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,600 sharesChange vs previous 13F -7 shares
0.1% of the 13F portfolio, value $273,810.
13F-HR 0001802059-26-000008 filed by Centerline Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,607 sharesChange vs previous 13F -18 shares
0.09% of the 13F portfolio, value $252,193.
13F-HR 0001802059-26-000001 filed by Centerline Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,625 sharesChange vs previous 13F +5 shares
0.1% of the 13F portfolio, value $240,441.
13F-HR 0001802059-25-000006 filed by Centerline Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,620 sharesChange vs previous 13F +21 shares
0.13% of the 13F portfolio, value $256,089.
13F-HR 0001802059-25-000003 filed by Centerline Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,599 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $257,746.
13F-HR 0001625800-25-000002 filed by Centerline Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).