CogentBlue Wealth Advisors, LLC: DFGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CogentBlue Wealth Advisors, LLC on DFGR, newest first. How the timeline and the estimate are built.
CogentBlue Wealth Advisors, LLC held 0 DFGR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 0 sharesChange vs previous 13F -258,053 shares
13F-HR 0001085146-26-000871 filed by CogentBlue Wealth Advisors, LLC
Accepted , ingestedExited: the 13F for this period no longer lists the position.
- period ended2026-06-3013F 258,053 sharesChange vs previous 13F +12,994 shares
4.28% of the 13F portfolio, value $7,475,795.
13F-HR 0002054047-26-000004 filed by CogentBlue Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 245,059 sharesChange vs previous 13F 0 shares
4.38% of the 13F portfolio, value $6,513,668.
13F-HR 0002054047-26-000002 filed by CogentBlue Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 245,059 sharesChange vs previous 13F +72,754 shares
4.41% of the 13F portfolio, value $6,474,459.
13F-HR 0002054047-26-000001 filed by CogentBlue Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 172,305 sharesChange vs previous 13F not available
3.21% of the 13F portfolio, value $4,705,650.
13F-HR 0002054047-25-000002 filed by CogentBlue Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).