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Disclosery

Cogent Private Wealth, Inc.: DFLV position timeline

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

Cogent Private Wealth, Inc. held 25,652 DFLV 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 25,652 shares
    Change vs previous 13F +6,947 shares

    0.63% of the 13F portfolio, value $1,014,295.

    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 18,705 shares
    Change vs previous 13F -336 shares

    0.48% of the 13F portfolio, value $667,956.

    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 19,041 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $651,393.

    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).