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ICA Group Wealth Management, LLC: KO position timeline

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

ICA Group Wealth Management, LLC held 4,033 KO shares at 2024-06-30 per its 13F-HR filed 2024-08-08.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 4,033 shares
    Change vs previous 13F -8,129 shares

    0.15% of the 13F portfolio, value $256,712.

    13F-HR 0001944579-24-000003 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 12,162 shares
    Change vs previous 13F -87 shares

    0.15% of the 13F portfolio, value $744,067.

    13F-HR 0001944579-24-000002 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 12,249 shares
    Change vs previous 13F -398 shares

    0.16% of the 13F portfolio, value $721,824.

    13F-HR 0001944579-24-000001 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 12,647 shares
    Change vs previous 13F +524 shares

    0.2% of the 13F portfolio, value $707,649.

    13F-HR 0001172661-23-003785 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 12,123 shares
    Change vs previous 13F -4,898 shares

    0.18% of the 13F portfolio, value $730,037.

    13F-HR 0001944579-23-000003 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 17,021 shares
    Change vs previous 13F +451 shares

    0.25% of the 13F portfolio, value $1,055,813.

    13F-HR 0001944579-23-000002 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 16,570 shares
    Change vs previous 13F -11,142 shares

    0.25% of the 13F portfolio, value $1,052,759.

    13F-HR 0001944579-23-000001 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 27,712 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,552,000.

    13F-HR 0001944579-22-000006 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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