Talisman Wealth Advisors LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Talisman Wealth Advisors LLC on KO, newest first. How the timeline and the estimate are built.
Talisman Wealth Advisors LLC held 14,144 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 14,144 sharesChange vs previous 13F +1,743 shares
0.86% of the 13F portfolio, value $1,149,450.
13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,401 sharesChange vs previous 13F -1,691 shares
0.76% of the 13F portfolio, value $943,096.
13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,092 sharesChange vs previous 13F +97 shares
0.77% of the 13F portfolio, value $985,470.
13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,995 sharesChange vs previous 13F -159 shares
0.77% of the 13F portfolio, value $928,148.
13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,154 sharesChange vs previous 13F +158 shares
0.91% of the 13F portfolio, value $1,001,396.
13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,996 sharesChange vs previous 13F -180 shares
1.03% of the 13F portfolio, value $1,002,394.
13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,176 sharesChange vs previous 13F +85 shares
0.94% of the 13F portfolio, value $882,598.
13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,091 sharesChange vs previous 13F not available
1.07% of the 13F portfolio, value $1,011,685.
13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).