Dodds Wealth, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dodds Wealth, LLC on KO, newest first. How the timeline and the estimate are built.
Dodds Wealth, LLC held 3,747 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3,747 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $304,543.
13F-HR 0001973728-26-000004 filed by Dodds Wealth, 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 3,747 sharesChange vs previous 13F +7 shares
0.07% of the 13F portfolio, value $284,968.
13F-HR 0001973728-26-000003 filed by Dodds Wealth, 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 3,740 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $261,471.
13F-HR 0001973728-26-000002 filed by Dodds Wealth, 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 3,740 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $248,024.
13F-HR 0001973728-25-000007 filed by Dodds Wealth, 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 3,740 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $264,582.
13F-HR 0001973728-25-000005 filed by Dodds Wealth, 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 3,740 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $267,825.
13F-HR 0001973728-25-000003 filed by Dodds Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,740 sharesChange vs previous 13F +1 shares
0.07% of the 13F portfolio, value $231,028.
13F-HR 0001973728-25-000001 filed by Dodds Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,739 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $258,952.
13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).