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COGENT STRATEGIC WEALTH LLC: DFEM position timeline

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

COGENT STRATEGIC WEALTH LLC held 82,305 DFEM 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 82,305 shares
    Change vs previous 13F -4,718 shares

    3.19% of the 13F portfolio, value $3,344,875.

    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 87,023 shares
    Change vs previous 13F +5,150 shares

    3.09% of the 13F portfolio, value $3,006,645.

    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 81,873 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $2,908,129.

    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).