WealthShield Partners, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on KO, newest first. How the timeline and the estimate are built.
WealthShield Partners, LLC held 3,413 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 3,413 sharesChange vs previous 13F -7,563 shares
0.04% of the 13F portfolio, value $279,183.
13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 10,976 sharesChange vs previous 13F -9,078 shares
0.09% of the 13F portfolio, value $834,723.
13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 20,054 sharesChange vs previous 13F +500 shares
0.15% of the 13F portfolio, value $1,401,973.
13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 19,554 sharesChange vs previous 13F +128 shares
0.15% of the 13F portfolio, value $1,296,826.
13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 19,426 sharesChange vs previous 13F -602 shares
0.17% of the 13F portfolio, value $1,374,410.
13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 20,028 sharesChange vs previous 13F +2,780 shares
0.19% of the 13F portfolio, value $1,437,725.
13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 17,248 sharesChange vs previous 13F -757 shares
0.15% of the 13F portfolio, value $1,073,830.
13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 18,005 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $1,297,538.
13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).