Skip to content
Disclosery

Koa Wealth Management, LLC: XBI position timeline

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

Koa Wealth Management, LLC held 0 XBI shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -8,834 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 8,834 shares
    Change vs previous 13F -389 shares

    0.65% of the 13F portfolio, value $795,590.

    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).

  3. period ended2024-09-30
    13F 9,223 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $911,232.

    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).