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Koa Wealth Management, LLC: V position timeline

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

Koa Wealth Management, LLC held 11,528 V 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 11,528 shares
    Change vs previous 13F +554 shares

    2.69% of the 13F portfolio, value $3,955,146.

    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 10,974 shares
    Change vs previous 13F +1,494 shares

    2.4% of the 13F portfolio, value $3,316,782.

    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 9,480 shares
    Change vs previous 13F +52 shares

    2.28% of the 13F portfolio, value $3,324,731.

    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 9,428 shares
    Change vs previous 13F +27 shares

    2.39% of the 13F portfolio, value $3,218,531.

    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 9,401 shares
    Change vs previous 13F -35 shares

    2.65% of the 13F portfolio, value $3,337,825.

    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 9,436 shares
    Change vs previous 13F -1,112 shares

    2.67% of the 13F portfolio, value $3,306,941.

    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 10,548 shares
    Change vs previous 13F -1,080 shares

    2.72% of the 13F portfolio, value $3,333,590.

    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 11,628 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $3,197,119.

    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).