LeConte Wealth Management, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LeConte Wealth Management, LLC on KO, newest first. How the timeline and the estimate are built.
LeConte Wealth Management, LLC held 11,868 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 11,868 sharesChange vs previous 13F +1,003 shares
0.53% of the 13F portfolio, value $964,512.
13F-HR 0001172661-26-003153 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,865 sharesChange vs previous 13F +4,098 shares
0.53% of the 13F portfolio, value $826,283.
13F-HR 0001172661-26-001702 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,767 sharesChange vs previous 13F +2,633 shares
0.31% of the 13F portfolio, value $473,081.
13F-HR 0001172661-26-000199 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,134 sharesChange vs previous 13F +673 shares
0.18% of the 13F portfolio, value $274,167.
13F-HR 0001172661-25-004305 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,461 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $244,866.
13F-HR 0001172661-25-002599 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).