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CogentBlue Wealth Advisors, LLC: DFIV position timeline

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

CogentBlue Wealth Advisors, LLC held 20,221 DFIV 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 20,221 shares
    Change vs previous 13F -250 shares

    1.05% of the 13F portfolio, value $1,129,545.

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

  2. period ended2026-06-30
    13F 20,471 shares
    Change vs previous 13F -129 shares

    0.63% of the 13F portfolio, value $1,105,843.

    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 20,600 shares
    Change vs previous 13F -99 shares

    0.73% of the 13F portfolio, value $1,087,268.

    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 20,699 shares
    Change vs previous 13F -1,102 shares

    0.7% of the 13F portfolio, value $1,032,880.

    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 21,801 shares
    Change vs previous 13F -28 shares

    0.69% of the 13F portfolio, value $1,005,462.

    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 21,829 shares
    Change vs previous 13F -676 shares

    0.72% of the 13F portfolio, value $934,936.

    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 22,505 shares
    Change vs previous 13F -1,923 shares

    0.78% of the 13F portfolio, value $885,802.

    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 24,428 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $866,690.

    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).