Skip to content
Disclosery

Koa Wealth Management, LLC: LOW position timeline

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

Koa Wealth Management, LLC held 7,860 LOW 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 7,860 shares
    Change vs previous 13F -95 shares

    1.18% of the 13F portfolio, value $1,733,111.

    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 7,955 shares
    Change vs previous 13F -1,015 shares

    1.36% of the 13F portfolio, value $1,879,607.

    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 8,970 shares
    Change vs previous 13F +1,921 shares

    1.49% of the 13F portfolio, value $2,163,124.

    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 7,049 shares
    Change vs previous 13F -217 shares

    1.31% of the 13F portfolio, value $1,771,400.

    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 7,266 shares
    Change vs previous 13F +37 shares

    1.28% of the 13F portfolio, value $1,612,074.

    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 7,229 shares
    Change vs previous 13F -132 shares

    1.36% of the 13F portfolio, value $1,686,020.

    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 7,361 shares
    Change vs previous 13F -784 shares

    1.48% of the 13F portfolio, value $1,816,695.

    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 8,145 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,206,073.

    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).