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Disclosery

CIC Wealth, LLC: KO position timeline

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

CIC Wealth, LLC held 21,643 KO shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 21,643 shares
    Change vs previous 13F -260 shares

    0.4% of the 13F portfolio, value $1,555,267.

    13F-HR 0001951757-24-001188 filed by CIC 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 ended2024-06-30
    13F 21,903 shares
    Change vs previous 13F -848 shares

    0.38% of the 13F portfolio, value $1,394,144.

    13F-HR 0001951757-24-000490 filed by CIC 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 ended2024-03-31
    13F 22,751 shares
    Change vs previous 13F -226 shares

    0.4% of the 13F portfolio, value $1,391,892.

    13F-HR 0001951757-24-000270 filed by CIC 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 ended2023-12-31
    13F 22,977 shares
    Change vs previous 13F -423 shares

    0.43% of the 13F portfolio, value $1,354,021.

    13F-HR 0001951757-24-000009 filed by CIC 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 ended2023-09-30
    13F 23,400 shares
    Change vs previous 13F -1,422 shares

    0.47% of the 13F portfolio, value $1,309,909.

    13F-HR 0001951757-23-000519 filed by CIC 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 ended2023-06-30
    13F 24,822 shares
    Change vs previous 13F -146 shares

    0.52% of the 13F portfolio, value $1,494,776.

    13F-HR 0001951757-23-000400 filed by CIC 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 ended2023-03-31
    13F 24,968 shares
    Change vs previous 13F +870 shares

    0.58% of the 13F portfolio, value $1,548,791.

    13F-HR 0001951757-23-000256 filed by CIC 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 ended2022-12-31
    13F 24,098 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,532,883.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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