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Disclosery

Gimbal Financial: KO position timeline

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

Gimbal Financial held 2,900 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,900 shares
    Change vs previous 13F +2,900 shares

    0.15% of the 13F portfolio, value $235,683.

    13F-HR 0001835206-26-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,604 shares

    13F-HR 0001835206-25-000002 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F 3,604 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $242,549.

    13F-HR 0001835206-24-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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