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CogentBlue Wealth Advisors, LLC: BSVO position timeline

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

CogentBlue Wealth Advisors, LLC held 212,535 BSVO 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 212,535 shares
    Change vs previous 13F +16,609 shares

    5.52% of the 13F portfolio, value $5,942,300.

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

  2. period ended2026-06-30
    13F 195,926 shares
    Change vs previous 13F +8,528 shares

    3.28% of the 13F portfolio, value $5,719,035.

    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 187,398 shares
    Change vs previous 13F +8,481 shares

    3.2% of the 13F portfolio, value $4,754,299.

    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 178,917 shares
    Change vs previous 13F +14,042 shares

    2.84% of the 13F portfolio, value $4,168,777.

    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 164,875 shares
    Change vs previous 13F +27,334 shares

    2.54% of the 13F portfolio, value $3,734,624.

    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 137,541 shares
    Change vs previous 13F +24,573 shares

    2.15% of the 13F portfolio, value $2,803,077.

    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 112,968 shares
    Change vs previous 13F +10,543 shares

    1.93% of the 13F portfolio, value $2,196,096.

    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 102,425 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $2,217,499.

    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).