Skip to content
Disclosery

ROI Financial Advisors, LLC: COKE position timeline

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

ROI Financial Advisors, LLC held 11,511 COKE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,511 shares
    Change vs previous 13F +955 shares

    1.14% of the 13F portfolio, value $2,197,610.

    13F-HR 0001941040-26-000606 filed by ROI Financial Advisors, 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 10,556 shares
    Change vs previous 13F +164 shares

    1.21% of the 13F portfolio, value $2,024,092.

    13F-HR 0001941040-26-000371 filed by ROI Financial Advisors, 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 10,392 shares
    Change vs previous 13F +209 shares

    0.91% of the 13F portfolio, value $1,593,130.

    13F-HR 0001941040-26-000135 filed by ROI Financial Advisors, 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 10,183 shares
    Change vs previous 13F +1,476 shares

    0.71% of the 13F portfolio, value $1,193,040.

    13F-HR 0001941040-25-000608 filed by ROI Financial Advisors, 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 8,707 shares
    Change vs previous 13F +8,043 shares

    0.62% of the 13F portfolio, value $972,137.

    13F-HR 0001941040-25-000430 filed by ROI Financial Advisors, 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 664 shares
    Change vs previous 13F +127 shares

    0.65% of the 13F portfolio, value $896,400.

    13F-HR 0001941040-25-000272 filed by ROI Financial Advisors, 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 537 shares
    Change vs previous 13F +177 shares

    0.46% of the 13F portfolio, value $676,615.

    13F-HR 0001941040-25-000145 filed by ROI Financial Advisors, 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 360 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $473,904.

    13F-HR 0001941040-24-000470 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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