Skip to content
Disclosery

Cogent Private Wealth, Inc.: DFAX position timeline

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

Cogent Private Wealth, Inc. held 210,347 DFAX 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 210,347 shares
    Change vs previous 13F -4,147 shares

    4.84% of the 13F portfolio, value $7,749,166.

    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 214,494 shares
    Change vs previous 13F +19,331 shares

    5.26% of the 13F portfolio, value $7,286,375.

    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 195,163 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $6,387,699.

    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).