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Disclosery

COGENT STRATEGIC WEALTH LLC: DISV position timeline

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

COGENT STRATEGIC WEALTH LLC held 46,724 DISV 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 46,724 shares
    Change vs previous 13F -5,696 shares

    1.79% of the 13F portfolio, value $1,875,037.

    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 52,420 shares
    Change vs previous 13F -367 shares

    2.12% of the 13F portfolio, value $2,067,445.

    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 52,787 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $2,145,803.

    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).