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Independent Advisor Alliance: COKE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on COKE, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 10,162 COKE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,162 shares
    Change vs previous 13F -280 shares

    0.05% of the 13F portfolio, value $1,940,121.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 10,442 shares
    Change vs previous 13F -54 shares

    0.02% of the 13F portfolio, value $2,002,096.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 10,496 shares
    Change vs previous 13F +31 shares

    0.04% of the 13F portfolio, value $1,608,986.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 10,465 shares
    Change vs previous 13F -32 shares

    0.03% of the 13F portfolio, value $1,226,049.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 10,497 shares
    Change vs previous 13F +9,403 shares

    0.03% of the 13F portfolio, value $1,171,973.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 1,094 shares
    Change vs previous 13F +116 shares

    0.05% of the 13F portfolio, value $1,476,467.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 978 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $1,231,870.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 963 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,267,200.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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