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Sheaff Brock Investment Advisors, LLC: KO position timeline

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

Sheaff Brock Investment Advisors, LLC held 58,280 KO shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 58,280 shares
    Change vs previous 13F +970 shares

    0.38% of the 13F portfolio, value $4,174,037.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment 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 ended2024-12-31
    13F 57,310 shares
    Change vs previous 13F -58,904 shares

    0.31% of the 13F portfolio, value $3,568,141.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment 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 ended2024-09-30
    13F 116,214 shares
    Change vs previous 13F +59,503 shares

    0.73% of the 13F portfolio, value $8,351,161.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment 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 ended2024-06-30
    13F 56,711 shares
    Change vs previous 13F -66,344 shares

    0.33% of the 13F portfolio, value $3,609,625.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment 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 ended2024-03-31
    13F 123,055 shares
    Change vs previous 13F +65,254 shares

    0.6% of the 13F portfolio, value $7,528,531.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment 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 ended2023-12-31
    13F 57,801 shares
    Change vs previous 13F +132 shares

    0.31% of the 13F portfolio, value $3,406,238.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment 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 ended2023-09-30
    13F 57,669 shares
    Change vs previous 13F -1,960 shares

    0.32% of the 13F portfolio, value $3,228,320.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment 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 ended2023-06-30
    13F 59,629 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,590,883.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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