Skip to content
Disclosery

Spire Wealth Management: KO position timeline

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

Spire Wealth Management held 18,501 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,501 shares
    Change vs previous 13F -2,360 shares

    0.05% of the 13F portfolio, value $1,503,572.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 20,861 shares
    Change vs previous 13F -1,528 shares

    0.05% of the 13F portfolio, value $1,586,516.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 22,389 shares
    Change vs previous 13F -702 shares

    0.05% of the 13F portfolio, value $1,565,233.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 23,091 shares
    Change vs previous 13F -2,808 shares

    0.05% of the 13F portfolio, value $1,531,383.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 25,899 shares
    Change vs previous 13F -13,493 shares

    0.07% of the 13F portfolio, value $1,832,363.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 39,392 shares
    Change vs previous 13F +1,339 shares

    0.09% of the 13F portfolio, value $2,821,238.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 38,053 shares
    Change vs previous 13F -2,777 shares

    0.07% of the 13F portfolio, value $2,369,160.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 40,830 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,934,068.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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