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Koss-Olinger Consulting, LLC: SD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Koss-Olinger Consulting, LLC on SD, newest first. How the timeline and the estimate are built.

Koss-Olinger Consulting, LLC held 10,987 SD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,987 shares
    Change vs previous 13F -30,468 shares

    0.01% of the 13F portfolio, value $150,527.

    13F-HR 0001861163-26-000011 filed by Koss-Olinger Consulting, 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 41,455 shares
    Change vs previous 13F -1,141 shares

    0.06% of the 13F portfolio, value $676,124.

    13F-HR 0001861163-26-000006 filed by Koss-Olinger Consulting, 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 42,596 shares
    Change vs previous 13F -4,829 shares

    0.05% of the 13F portfolio, value $615,000.

    13F-HR 0001861163-26-000004 filed by Koss-Olinger Consulting, 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 47,425 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $513,000.

    13F-HR 0001861163-25-000012 filed by Koss-Olinger Consulting, 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 47,425 shares
    Change vs previous 13F -3,187 shares

    0.04% of the 13F portfolio, value $513,139.

    13F-HR 0001861163-25-000007 filed by Koss-Olinger Consulting, 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 50,612 shares
    Change vs previous 13F +6,774 shares

    0.05% of the 13F portfolio, value $578,000.

    13F-HR 0001861163-25-000005 filed by Koss-Olinger Consulting, 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 43,838 shares
    Change vs previous 13F +7,793 shares

    0.04% of the 13F portfolio, value $513,000.

    13F-HR 0001861163-25-000003 filed by Koss-Olinger Consulting, 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 36,045 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $441,000.

    13F-HR 0001754960-24-000514 filed by Koss-Olinger Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).