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CogentBlue Wealth Advisors, LLC: DFSD position timeline

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

CogentBlue Wealth Advisors, LLC held 109,766 DFSD 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 109,766 shares
    Change vs previous 13F +9,025 shares

    4.74% of the 13F portfolio, value $5,101,038.

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

  2. period ended2026-06-30
    13F 100,741 shares
    Change vs previous 13F +5,100 shares

    2.76% of the 13F portfolio, value $4,810,381.

    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 95,641 shares
    Change vs previous 13F +4,779 shares

    3.08% of the 13F portfolio, value $4,579,268.

    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 90,862 shares
    Change vs previous 13F +580 shares

    2.97% of the 13F portfolio, value $4,356,823.

    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 90,282 shares
    Change vs previous 13F +21,706 shares

    2.96% of the 13F portfolio, value $4,350,705.

    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 68,576 shares
    Change vs previous 13F +27,615 shares

    2.52% of the 13F portfolio, value $3,292,357.

    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 40,961 shares
    Change vs previous 13F +3,277 shares

    1.71% of the 13F portfolio, value $1,946,472.

    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 37,684 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,766,620.

    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).