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Regent Investment Management LLC: KO position timeline

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

Regent Investment Management LLC held 40,108 KO shares at 2022-12-31 per its 13F-HR filed 2023-01-26.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 40,108 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $2,551,000.

    13F-HR 0001559968-23-000002 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 40,108 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $2,247,000.

    13F-HR 0001559968-22-000008 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 40,108 shares
    Change vs previous 13F -1,340 shares

    0.7% of the 13F portfolio, value $2,523,000.

    13F-HR 0001559968-22-000006 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 41,448 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $2,570,000.

    13F-HR 0001559968-22-000004 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 41,448 shares
    Change vs previous 13F +800 shares

    0.53% of the 13F portfolio, value $2,454,000.

    13F-HR 0001559968-22-000002 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 40,648 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,133,000.

    13F-HR 0001559968-21-000008 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 40,648 shares
    Change vs previous 13F -600 shares

    0.52% of the 13F portfolio, value $2,199,000.

    13F-HR 0001559968-21-000006 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 41,248 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,174,000.

    13F-HR 0001559968-21-000004 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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