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My Legacy Advisors, LLC: KO position timeline

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

My Legacy Advisors, LLC held 20,321 KO shares at 2025-06-30 per its 13F-HR filed 2025-07-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 20,321 shares
    Change vs previous 13F +197 shares

    0.5% of the 13F portfolio, value $1,417,796.

    13F-HR 0001767802-25-000003 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 20,124 shares
    Change vs previous 13F -109 shares

    0.56% of the 13F portfolio, value $1,441,281.

    13F-HR 0001767802-25-000002 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 20,233 shares
    Change vs previous 13F -486 shares

    0.49% of the 13F portfolio, value $1,249,792.

    13F-HR 0001767802-25-000001 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 20,719 shares
    Change vs previous 13F -4,209 shares

    0.59% of the 13F portfolio, value $1,488,867.

    13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 24,928 shares
    Change vs previous 13F +184 shares

    0.51% of the 13F portfolio, value $1,586,667.

    13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 24,744 shares
    Change vs previous 13F -419 shares

    0.51% of the 13F portfolio, value $1,513,838.

    13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 25,163 shares
    Change vs previous 13F +4,327 shares

    0.54% of the 13F portfolio, value $1,504,999.

    13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 20,836 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,132,437.

    13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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