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Disclosery

TSA Wealth Managment LLC: KO position timeline

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

TSA Wealth Managment LLC held 70,399 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,399 shares
    Change vs previous 13F +647 shares

    1.62% of the 13F portfolio, value $5,721,327.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 69,752 shares
    Change vs previous 13F -197 shares

    1.71% of the 13F portfolio, value $5,304,640.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 69,949 shares
    Change vs previous 13F +1,122 shares

    1.62% of the 13F portfolio, value $4,890,135.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 68,827 shares
    Change vs previous 13F +35 shares

    1.55% of the 13F portfolio, value $4,564,607.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 68,792 shares
    Change vs previous 13F -288 shares

    1.78% of the 13F portfolio, value $4,867,034.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 69,080 shares
    Change vs previous 13F -91 shares

    1.97% of the 13F portfolio, value $4,947,510.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 69,171 shares
    Change vs previous 13F +103 shares

    1.75% of the 13F portfolio, value $4,306,586.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 69,068 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $4,963,226.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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