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Disclosery

Naviter Wealth, LLC: KO position timeline

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

Naviter Wealth, LLC held 52,465 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,465 shares
    Change vs previous 13F +11,701 shares

    0.39% of the 13F portfolio, value $4,291,406.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 40,764 shares
    Change vs previous 13F +1,148 shares

    0.39% of the 13F portfolio, value $3,121,708.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 39,616 shares
    Change vs previous 13F -10,369 shares

    0.36% of the 13F portfolio, value $2,769,524.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 49,985 shares
    Change vs previous 13F +2,267 shares

    0.39% of the 13F portfolio, value $3,339,513.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 47,718 shares
    Change vs previous 13F -136 shares

    0.42% of the 13F portfolio, value $3,400,045.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 47,854 shares
    Change vs previous 13F -551 shares

    0.41% of the 13F portfolio, value $3,391,861.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 48,405 shares
    Change vs previous 13F +10,389 shares

    0.36% of the 13F portfolio, value $3,013,673.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 38,016 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,750,463.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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