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Koss-Olinger Consulting, LLC: TER position timeline

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

Koss-Olinger Consulting, LLC held 783 TER 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 783 shares
    Change vs previous 13F -559 shares

    0.03% of the 13F portfolio, value $378,970.

    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 1,342 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $397,849.

    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 1,344 shares
    Change vs previous 13F +1,344 shares

    0.02% of the 13F portfolio, value $260,000.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -16,812 shares

    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).

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

  5. period ended2024-12-31
    13F 16,812 shares
    Change vs previous 13F -4,068 shares

    0.19% of the 13F portfolio, value $2,117,000.

    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).

  6. period ended2024-09-30
    13F 20,880 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,796,000.

    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).