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Disclosery

Invst, LLC: KO position timeline

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

Invst, LLC held 16,269 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,269 shares
    Change vs previous 13F +57 shares

    0.13% of the 13F portfolio, value $1,322,201.

    13F-HR 0001867587-26-000005 filed by Invst, 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 16,212 shares
    Change vs previous 13F -3,007 shares

    0.14% of the 13F portfolio, value $1,232,923.

    13F-HR 0001867587-26-000004 filed by Invst, 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 19,219 shares
    Change vs previous 13F -2,631 shares

    0.15% of the 13F portfolio, value $1,343,601.

    13F-HR 0001867587-26-000002 filed by Invst, 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 21,850 shares
    Change vs previous 13F -95 shares

    0.16% of the 13F portfolio, value $1,449,120.

    13F-HR 0001867587-26-000001 filed by Invst, 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 21,945 shares
    Change vs previous 13F -503 shares

    0.19% of the 13F portfolio, value $1,552,578.

    13F-HR 0001867587-25-000005 filed by Invst, 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 22,448 shares
    Change vs previous 13F -10,648 shares

    0.22% of the 13F portfolio, value $1,607,748.

    13F-HR 0001867587-25-000003 filed by Invst, 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 33,096 shares
    Change vs previous 13F +236 shares

    0.25% of the 13F portfolio, value $2,060,552.

    13F-HR 0001867587-25-000002 filed by Invst, 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 32,860 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,361,323.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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