CogentBlue Wealth Advisors, LLC: DFIC position timeline

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

CogentBlue Wealth Advisors, LLC held 15,276 DFIC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 15,276 shares
Change vs previous 13F -2,398 shares
0.53% of the 13F portfolio, value $574,537.
13F-HR 0001085146-26-000871 filed by CogentBlue Wealth Advisors, LLC
Accepted 2026-10-09 20:59:22 UTC, ingested 2026-10-09 21:00:05 UTC
period ended2026-06-30
13F 17,674 shares
Change vs previous 13F not available
0.38% of the 13F portfolio, value $658,516.
13F-HR 0002054047-26-000004 filed by CogentBlue Wealth Advisors, LLC
Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).