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Disclosery

COGENT STRATEGIC WEALTH LLC: DFAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COGENT STRATEGIC WEALTH LLC on DFAX, newest first. How the timeline and the estimate are built.

COGENT STRATEGIC WEALTH LLC held 70,020 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,020 shares
    Change vs previous 13F -1,833 shares

    2.46% of the 13F portfolio, value $2,579,542.

    13F-HR 0002106852-26-000003 filed by COGENT STRATEGIC WEALTH 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 71,853 shares
    Change vs previous 13F -10,203 shares

    2.51% of the 13F portfolio, value $2,440,862.

    13F-HR 0002106852-26-000002 filed by COGENT STRATEGIC WEALTH 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 82,056 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $2,844,044.

    13F-HR 0002106852-26-000001 filed by COGENT STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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