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CogentBlue Wealth Advisors, LLC: DFNM position timeline

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

CogentBlue Wealth Advisors, LLC held 24,232 DFNM 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 24,232 shares
    Change vs previous 13F -1,750 shares

    1.04% of the 13F portfolio, value $1,115,412.

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

  2. period ended2026-06-30
    13F 25,982 shares
    Change vs previous 13F +2,273 shares

    0.72% of the 13F portfolio, value $1,255,849.

    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 23,709 shares
    Change vs previous 13F -216 shares

    0.76% of the 13F portfolio, value $1,136,381.

    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 23,925 shares
    Change vs previous 13F -1,956 shares

    0.79% of the 13F portfolio, value $1,152,476.

    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 25,881 shares
    Change vs previous 13F +3,116 shares

    0.85% of the 13F portfolio, value $1,241,768.

    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 22,765 shares
    Change vs previous 13F -8,927 shares

    0.83% of the 13F portfolio, value $1,079,742.

    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 31,692 shares
    Change vs previous 13F +4,692 shares

    1.32% of the 13F portfolio, value $1,507,569.

    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 27,000 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,289,810.

    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).