POWER WEALTH MANAGEMENT LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POWER WEALTH MANAGEMENT LLC on KO, newest first. How the timeline and the estimate are built.
POWER WEALTH MANAGEMENT LLC held 3,622 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 3,622 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $294,360.
13F-HR 0001398344-26-013305 filed by POWER WEALTH MANAGEMENT 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 3,622 sharesChange vs previous 13F +553 shares
0.1% of the 13F portfolio, value $275,453.
13F-HR 0001398344-26-009136 filed by POWER WEALTH MANAGEMENT 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 3,069 sharesChange vs previous 13F -65 shares
0.08% of the 13F portfolio, value $214,554.
13F-HR 0001398344-26-003201 filed by POWER WEALTH MANAGEMENT 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 3,134 sharesChange vs previous 13F -28 shares
0.08% of the 13F portfolio, value $207,847.
13F-HR 0001398344-25-020696 filed by POWER WEALTH MANAGEMENT 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 3,162 sharesChange vs previous 13F -41 shares
0.09% of the 13F portfolio, value $223,712.
13F-HR 0001398344-25-015001 filed by POWER WEALTH MANAGEMENT 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 3,203 sharesChange vs previous 13F -280 shares
0.09% of the 13F portfolio, value $229,399.
13F-HR 0001398344-25-009311 filed by POWER WEALTH MANAGEMENT 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 3,483 sharesChange vs previous 13F -89 shares
0.09% of the 13F portfolio, value $216,852.
13F-HR 0001398344-25-002709 filed by POWER WEALTH MANAGEMENT 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 3,572 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $256,684.
13F-HR 0001398344-24-020452 filed by POWER WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).