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Disclosery

Retirement Wealth Solutions LLC: KO position timeline

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

Retirement Wealth Solutions LLC held 780 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 780 shares
    Change vs previous 13F +166 shares

    0.04% of the 13F portfolio, value $67,142.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 614 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $49,876.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 613 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $46,649.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 613 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $42,883.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 613 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $40,638.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 613 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $43,402.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 613 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $43,914.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 613 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $37,445.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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