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Disclosery

Endurance Wealth Management, Inc.: KO position timeline

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

Endurance Wealth Management, Inc. held 6,631 KO shares at 2023-06-30 per its 13F-HR filed 2023-08-09.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 6,631 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $399,000.

    13F-HR 0000950123-23-007014 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 6,631 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $411,000.

    13F-HR 0000950123-23-003571 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 6,631 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $422,000.

    13F-HR 0000950123-23-000616 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 6,631 shares
    Change vs previous 13F +4,500 shares

    0.06% of the 13F portfolio, value $372,000.

    13F-HR 0000950123-22-010374 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 2,131 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $134,000.

    13F-HR 0000950123-22-007284 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 2,131 shares
    Change vs previous 13F -325 shares

    0.02% of the 13F portfolio, value $132,000.

    13F-HR 0000950123-22-004138 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 2,456 shares
    Change vs previous 13F -200 shares

    0.02% of the 13F portfolio, value $145,000.

    13F-HR 0000950123-22-000327 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 2,656 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $139,000.

    13F-HR 0000950123-21-013646 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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