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COGENT STRATEGIC WEALTH LLC: DFIC position timeline

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

COGENT STRATEGIC WEALTH LLC held 27,998 DFIC 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 27,998 shares
    Change vs previous 13F -2,234 shares

    0.99% of the 13F portfolio, value $1,043,205.

    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 30,232 shares
    Change vs previous 13F +3,026 shares

    1.1% of the 13F portfolio, value $1,074,143.

    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 27,206 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $985,401.

    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).