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Disclosery

Legacy Financial Strategies, LLC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Strategies, LLC on KO, newest first. How the timeline and the estimate are built.

Legacy Financial Strategies, LLC held 4,340 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,340 shares
    Change vs previous 13F +146 shares

    0.06% of the 13F portfolio, value $373,561.

    13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,194 shares
    Change vs previous 13F +80 shares

    0.05% of the 13F portfolio, value $340,858.

    13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,114 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $312,880.

    13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,114 shares
    Change vs previous 13F +322 shares

    0.05% of the 13F portfolio, value $287,619.

    13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,792 shares
    Change vs previous 13F +404 shares

    0.05% of the 13F portfolio, value $251,509.

    13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,388 shares
    Change vs previous 13F +529 shares

    0.05% of the 13F portfolio, value $239,693.

    13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,859 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $204,779.

    13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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