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Disclosery

Cogent Private Wealth, Inc.: DFIC position timeline

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

Cogent Private Wealth, Inc. held 67,091 DFIC 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 67,091 shares
    Change vs previous 13F -8,155 shares

    1.56% of the 13F portfolio, value $2,499,811.

    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 75,246 shares
    Change vs previous 13F +3,819 shares

    1.93% of the 13F portfolio, value $2,673,485.

    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 71,427 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $2,461,361.

    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).