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Cobblestone Asset Management LLC: D position timeline

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

Cobblestone Asset Management LLC held 4,499 D shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,499 shares
    Change vs previous 13F -261 shares

    0.13% of the 13F portfolio, value $307,205.

    13F-HR 0001994512-26-000007 filed by Cobblestone Asset Management 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 4,760 shares
    Change vs previous 13F -261 shares

    0.13% of the 13F portfolio, value $294,269.

    13F-HR 0001994512-26-000005 filed by Cobblestone Asset Management 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 5,021 shares
    Change vs previous 13F -1,605 shares

    0.13% of the 13F portfolio, value $294,178.

    13F-HR 0001994512-26-000001 filed by Cobblestone Asset Management 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 6,626 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $405,341.

    13F-HR 0001994512-25-000006 filed by Cobblestone Asset Management 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 6,620 shares
    Change vs previous 13F +206 shares

    0.2% of the 13F portfolio, value $374,184.

    13F-HR 0001994512-25-000004 filed by Cobblestone Asset Management 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 6,414 shares
    Change vs previous 13F +842 shares

    0.21% of the 13F portfolio, value $359,622.

    13F-HR 0001994512-25-000003 filed by Cobblestone Asset Management 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 5,572 shares
    Change vs previous 13F +8 shares

    0.2% of the 13F portfolio, value $300,104.

    13F-HR 0001994512-25-000001 filed by Cobblestone Asset Management 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 5,564 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $321,563.

    13F-HR 0001994512-24-000006 filed by Cobblestone Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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