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CogentBlue Wealth Advisors, LLC: AVUV position timeline

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

CogentBlue Wealth Advisors, LLC held 7,982 AVUV 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 7,982 shares
    Change vs previous 13F -1,167 shares

    0.87% of the 13F portfolio, value $940,040.

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

  2. period ended2026-06-30
    13F 9,149 shares
    Change vs previous 13F -1,408 shares

    0.65% of the 13F portfolio, value $1,141,429.

    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 10,557 shares
    Change vs previous 13F +289 shares

    0.78% of the 13F portfolio, value $1,166,232.

    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 10,268 shares
    Change vs previous 13F -1,066 shares

    0.71% of the 13F portfolio, value $1,047,131.

    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 11,334 shares
    Change vs previous 13F -82 shares

    0.77% of the 13F portfolio, value $1,128,073.

    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 11,416 shares
    Change vs previous 13F +4,709 shares

    0.8% of the 13F portfolio, value $1,039,998.

    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 6,707 shares
    Change vs previous 13F -2,051 shares

    0.51% of the 13F portfolio, value $584,649.

    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 8,758 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $845,410.

    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).