STRATEGIC WEALTH MANAGEMENT INC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRATEGIC WEALTH MANAGEMENT INC on KO, newest first. How the timeline and the estimate are built.
STRATEGIC WEALTH MANAGEMENT INC held 30 KO shares at 2021-12-31 per its 13F-HR filed 2022-02-07.
the latest 13F is the newest step
- period ended2021-12-3113F 30 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $2,000.
13F-HR 0000849854-22-000001 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 30 sharesChange vs previous 13F -140 shares
<0.01% of the 13F portfolio, value $2,000.
13F-HR 0000849854-21-000007 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-06-3013F 170 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $9,000.
13F-HR 0000849854-21-000006 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-03-3113F 170 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $9,000.
13F-HR 0000849854-21-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-12-3113F 170 sharesChange vs previous 13F -15 shares
0.01% of the 13F portfolio, value $9,000.
13F-HR 0000849854-21-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-09-3013F 185 sharesChange vs previous 13F -7,835 shares
0.01% of the 13F portfolio, value $9,000.
13F-HR 0000849854-20-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-06-3013F 8,020 sharesChange vs previous 13F 0 shares
0.33% of the 13F portfolio, value $358,000.
13F-HR 0000849854-20-000004 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-03-3113F 8,020 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $355,000.
13F-HR 0000849854-20-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).