Skip to content
Disclosery

CogentBlue Wealth Advisors, LLC: BSV position timeline

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

CogentBlue Wealth Advisors, LLC held 5,601 BSV 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 5,601 shares
    Change vs previous 13F -72 shares

    0.4% of the 13F portfolio, value $427,889.

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

  2. period ended2026-06-30
    13F 5,673 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $441,955.

    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 5,673 shares
    Change vs previous 13F -1,276 shares

    0.3% of the 13F portfolio, value $444,799.

    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 6,949 shares
    Change vs previous 13F -7,457 shares

    0.37% of the 13F portfolio, value $547,629.

    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 14,406 shares
    Change vs previous 13F -10,623 shares

    0.77% of the 13F portfolio, value $1,136,751.

    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 25,029 shares
    Change vs previous 13F -8,558 shares

    1.51% of the 13F portfolio, value $1,969,756.

    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 33,587 shares
    Change vs previous 13F -1,213 shares

    2.31% of the 13F portfolio, value $2,629,218.

    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 34,800 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $2,688,988.

    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).