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Disclosery

REBALANCE, LLC: KO position timeline

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

REBALANCE, LLC held 3,604 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,604 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $292,897.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 3,599 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $273,704.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 3,599 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $251,606.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 3,599 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $238,686.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 3,599 shares
    Change vs previous 13F -461 shares

    0.02% of the 13F portfolio, value $254,629.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 4,060 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $290,751.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 4,059 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $252,738.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 4,059 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $291,708.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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