INSIGNEO ADVISORY SERVICES, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSIGNEO ADVISORY SERVICES, LLC on KO, newest first. How the timeline and the estimate are built.
INSIGNEO ADVISORY SERVICES, LLC held 52,032 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 52,032 sharesChange vs previous 13F +5,199 shares
0.16% of the 13F portfolio, value $4,228,621.
13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,833 sharesChange vs previous 13F +6,172 shares
0.25% of the 13F portfolio, value $3,561,657.
13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,661 sharesChange vs previous 13F -6,644 shares
0.2% of the 13F portfolio, value $2,842,633.
13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 47,305 sharesChange vs previous 13F -2,084 shares
0.22% of the 13F portfolio, value $3,137,271.
13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 49,389 sharesChange vs previous 13F +3,066 shares
0.3% of the 13F portfolio, value $3,494,252.
13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 46,323 sharesChange vs previous 13F +2,428 shares
0.34% of the 13F portfolio, value $3,317,647.
13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,895 sharesChange vs previous 13F -4,155 shares
0.28% of the 13F portfolio, value $2,732,909.
13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 48,050 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $3,452,860.
13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).