Skip to content
Disclosery

NEW WAVE WEALTH ADVISORS LLC: KO position timeline

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

NEW WAVE WEALTH ADVISORS LLC held 2,631 KO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,631 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $215,183.

    13F-HR/A 0002035324-26-000004 filed by NEW WAVE WEALTH 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 ended2026-03-31
    13F 2,626 shares
    Change vs previous 13F +2,626 shares

    0.07% of the 13F portfolio, value $201,124.

    13F-HR 0002035324-26-000002 filed by NEW WAVE WEALTH 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 ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -3,523 shares

    13F-HR/A 0002035324-25-000011 filed by NEW WAVE WEALTH ADVISORS 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.

  4. period ended2025-06-30
    13F 3,523 shares
    Change vs previous 13F +22 shares

    0.11% of the 13F portfolio, value $249,252.

    13F-HR 0002035324-25-000005 filed by NEW WAVE WEALTH 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 ended2025-03-31
    13F 3,501 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $250,722.

    13F-HR 0002035324-25-000004 filed by NEW WAVE WEALTH 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 ended2024-12-31
    13F 3,497 shares
    Change vs previous 13F -60 shares

    0.09% of the 13F portfolio, value $217,706.

    13F-HR 0002035324-25-000001 filed by NEW WAVE WEALTH 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 ended2024-09-30
    13F 3,557 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $255,616.

    13F-HR 0002035324-24-000004 filed by NEW WAVE WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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