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CogentBlue Wealth Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CogentBlue Wealth Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

CogentBlue Wealth Advisors, LLC held 1,479 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,479 shares
    Change vs previous 13F -11,988 shares

    0.46% of the 13F portfolio, value $492,465.

    13F-HR 0001085146-26-000871 filed by CogentBlue Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,467 shares
    Change vs previous 13F +264 shares

    2.23% of the 13F portfolio, value $3,896,748.

    13F-HR 0002054047-26-000004 filed by CogentBlue Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 13,203 shares
    Change vs previous 13F -149 shares

    2.25% of the 13F portfolio, value $3,350,734.

    13F-HR 0002054047-26-000002 filed by CogentBlue Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 13,352 shares
    Change vs previous 13F -78 shares

    2.47% of the 13F portfolio, value $3,629,815.

    13F-HR 0002054047-26-000001 filed by CogentBlue Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 13,430 shares
    Change vs previous 13F +3,081 shares

    2.33% of the 13F portfolio, value $3,419,596.

    13F-HR 0002054047-25-000002 filed by CogentBlue Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 10,349 shares
    Change vs previous 13F -2,330 shares

    1.63% of the 13F portfolio, value $2,123,209.

    13F-HR 0001085146-25-003908 filed by CogentBlue Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 12,679 shares
    Change vs previous 13F +4,551 shares

    2.47% of the 13F portfolio, value $2,816,391.

    13F-HR 0001085146-25-002141 filed by CogentBlue Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 8,128 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $2,035,312.

    13F-HR 0001085146-25-000675 filed by CogentBlue Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).