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Disclosery

Cogent Private Wealth, Inc.: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cogent Private Wealth, Inc. on DFAC, newest first. How the timeline and the estimate are built.

Cogent Private Wealth, Inc. held 12,248 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,248 shares
    Change vs previous 13F -19,846 shares

    0.34% of the 13F portfolio, value $543,321.

    13F-HR 0002078392-26-000004 filed by Cogent Private Wealth, Inc.
    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 32,094 shares
    Change vs previous 13F +1,396 shares

    0.9% of the 13F portfolio, value $1,247,173.

    13F-HR 0002078392-26-000003 filed by Cogent Private Wealth, Inc.
    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 30,698 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,215,334.

    13F-HR 0002078392-26-000002 filed by Cogent Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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