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COGENT STRATEGIC WEALTH LLC: DFNM position timeline

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

COGENT STRATEGIC WEALTH LLC held 19,198 DFNM 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 19,198 shares
    Change vs previous 13F +3,521 shares

    0.88% of the 13F portfolio, value $927,935.

    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 15,677 shares
    Change vs previous 13F +4,274 shares

    0.77% of the 13F portfolio, value $751,399.

    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 11,403 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $552,084.

    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).