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JOYN Advisors, Inc.: KO position timeline

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

JOYN Advisors, Inc. held 15,460 KO shares at 2020-03-31 per its 13F-HR filed 2020-04-30.

the latest 13F is the newest step

  1. period ended2020-03-31
    13F 15,460 shares
    Change vs previous 13F +4,796 shares

    0.23% of the 13F portfolio, value $684,000.

    13F-HR 0001765380-20-000039 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-12-31
    13F 10,664 shares
    Change vs previous 13F -250 shares

    0.13% of the 13F portfolio, value $590,000.

    13F-HR 0001765380-20-000009 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-09-30
    13F 10,914 shares
    Change vs previous 13F -6,926 shares

    0.13% of the 13F portfolio, value $594,000.

    13F-HR 0001765380-19-000117 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-06-30
    13F 17,840 shares
    Change vs previous 13F +7,922 shares

    0.21% of the 13F portfolio, value $921,000.

    13F-HR 0001765380-19-000092 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-03-31
    13F 9,918 shares
    Change vs previous 13F -8,209 shares

    0.11% of the 13F portfolio, value $465,000.

    13F-HR 0001765380-19-000058 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-12-31
    13F 18,127 shares
    Change vs previous 13F +21 shares

    0.19% of the 13F portfolio, value $858,000.

    13F-HR 0000909012-19-000025 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-09-30
    13F 18,106 shares
    Change vs previous 13F -347 shares

    0.16% of the 13F portfolio, value $836,000.

    13F-HR 0000909012-18-000145 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-06-30
    13F 18,453 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $809,000.

    13F-HR 0000909012-18-000111 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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