Skip to content
Disclosery

COGENT STRATEGIC WEALTH LLC: DFSV position timeline

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

COGENT STRATEGIC WEALTH LLC held 154,266 DFSV 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 154,266 shares
    Change vs previous 13F -5,446 shares

    5.7% of the 13F portfolio, value $5,983,978.

    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 159,712 shares
    Change vs previous 13F +22,321 shares

    5.75% of the 13F portfolio, value $5,596,308.

    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 137,391 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $4,818,302.

    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).