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Financial Synergies Wealth Advisors, Inc.: KO position timeline

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

Financial Synergies Wealth Advisors, Inc. held 2,681 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,681 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $230,819.

    13F-HR 0002017868-26-000011 filed by Financial Synergies Wealth Advisors, Inc.
    Accepted , ingested