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Koa Wealth Management, LLC: B position timeline

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

Koa Wealth Management, LLC held 68,855 B shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,855 shares
    Change vs previous 13F +3,474 shares

    1.72% of the 13F portfolio, value $2,529,044.

    13F-HR 0001172661-26-002703 filed by Koa 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 ended2026-03-31
    13F 65,381 shares
    Change vs previous 13F -987 shares

    1.93% of the 13F portfolio, value $2,666,891.

    13F-HR 0001172661-26-001567 filed by Koa 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 ended2025-12-31
    13F 66,368 shares
    Change vs previous 13F +828 shares

    1.98% of the 13F portfolio, value $2,890,326.

    13F-HR 0001172661-26-000393 filed by Koa 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 ended2025-09-30
    13F 65,540 shares
    Change vs previous 13F -3,304 shares

    1.59% of the 13F portfolio, value $2,147,746.

    13F-HR 0001172661-25-004446 filed by Koa 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 ended2025-06-30
    13F 68,844 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,433,332.

    13F-HR 0001172661-25-002749 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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