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Koa Wealth Management, LLC: CME position timeline

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

Koa Wealth Management, LLC held 11,508 CME 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 11,508 shares
    Change vs previous 13F +1,976 shares

    1.73% of the 13F portfolio, value $2,541,278.

    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 9,532 shares
    Change vs previous 13F -1,049 shares

    2.04% of the 13F portfolio, value $2,815,276.

    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 10,581 shares
    Change vs previous 13F +4,133 shares

    1.98% of the 13F portfolio, value $2,889,438.

    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 6,448 shares
    Change vs previous 13F -94 shares

    1.29% of the 13F portfolio, value $1,742,164.

    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 6,542 shares
    Change vs previous 13F -694 shares

    1.43% of the 13F portfolio, value $1,803,128.

    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).

  6. period ended2025-03-31
    13F 7,236 shares
    Change vs previous 13F -1,124 shares

    1.55% of the 13F portfolio, value $1,919,659.

    13F-HR 0001172661-25-001663 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).

  7. period ended2024-12-31
    13F 8,360 shares
    Change vs previous 13F -1,298 shares

    1.59% of the 13F portfolio, value $1,941,394.

    13F-HR 0001172661-25-000327 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).

  8. period ended2024-09-30
    13F 9,658 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,131,022.

    13F-HR 0001172661-24-004482 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).