Oxler Private Wealth LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oxler Private Wealth LLC on KO, newest first. How the timeline and the estimate are built.
Oxler Private Wealth LLC held 3,679 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 3,679 sharesChange vs previous 13F +23 shares
0.09% of the 13F portfolio, value $298,961.
13F-HR 0001172661-26-003014 filed by Oxler Private Wealth 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 3,656 sharesChange vs previous 13F -628 shares
0.09% of the 13F portfolio, value $278,052.
13F-HR 0001172661-26-001546 filed by Oxler Private Wealth 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 4,284 sharesChange vs previous 13F -627 shares
0.09% of the 13F portfolio, value $299,508.
13F-HR 0001172661-26-000281 filed by Oxler Private Wealth 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 4,911 sharesChange vs previous 13F -11,569 shares
0.09% of the 13F portfolio, value $325,679.
13F-HR 0001172661-25-004542 filed by Oxler Private Wealth 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 16,480 sharesChange vs previous 13F -1,495 shares
0.37% of the 13F portfolio, value $1,165,946.
13F-HR 0001172661-25-003095 filed by Oxler Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,975 sharesChange vs previous 13F +114 shares
0.45% of the 13F portfolio, value $1,287,341.
13F-HR 0001172661-25-001598 filed by Oxler Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,861 sharesChange vs previous 13F -106 shares
0.37% of the 13F portfolio, value $1,112,042.
13F-HR 0001172661-25-000337 filed by Oxler Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,967 sharesChange vs previous 13F not available
0.45% of the 13F portfolio, value $1,291,126.
13F-HR 0001172661-24-004245 filed by Oxler Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).