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Koa Wealth Management, LLC: NEM position timeline

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

Koa Wealth Management, LLC held 39,258 NEM 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 39,258 shares
    Change vs previous 13F -1 shares

    2.49% of the 13F portfolio, value $3,666,683.

    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 39,259 shares
    Change vs previous 13F -1,117 shares

    3.07% of the 13F portfolio, value $4,249,744.

    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 40,376 shares
    Change vs previous 13F -967 shares

    2.77% of the 13F portfolio, value $4,031,578.

    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 41,343 shares
    Change vs previous 13F -1,077 shares

    2.58% of the 13F portfolio, value $3,485,628.

    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 42,420 shares
    Change vs previous 13F -8,484 shares

    1.96% of the 13F portfolio, value $2,471,403.

    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 50,904 shares
    Change vs previous 13F +25,812 shares

    1.98% of the 13F portfolio, value $2,457,648.

    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 25,092 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $933,915.

    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).