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IAM Advisory, LLC: KO position timeline

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

IAM Advisory, LLC held 3,191 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,191 shares
    Change vs previous 13F +157 shares

    0.05% of the 13F portfolio, value $259,359.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,034 shares
    Change vs previous 13F -39 shares

    0.05% of the 13F portfolio, value $230,747.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,073 shares
    Change vs previous 13F -108 shares

    0.05% of the 13F portfolio, value $214,838.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,181 shares
    Change vs previous 13F +23 shares

    0.05% of the 13F portfolio, value $210,931.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,158 shares
    Change vs previous 13F +302 shares

    0.05% of the 13F portfolio, value $223,403.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,856 shares
    Change vs previous 13F -805 shares

    0.05% of the 13F portfolio, value $204,567.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,661 shares
    Change vs previous 13F -7 shares

    0.06% of the 13F portfolio, value $227,931.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,668 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $263,551.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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