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CogentBlue Wealth Advisors, LLC: EFV position timeline

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

CogentBlue Wealth Advisors, LLC held 30,912 EFV 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 30,912 shares
    Change vs previous 13F -65 shares

    2.27% of the 13F portfolio, value $2,446,376.

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

  2. period ended2026-06-30
    13F 30,977 shares
    Change vs previous 13F -724 shares

    1.36% of the 13F portfolio, value $2,371,289.

    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 31,701 shares
    Change vs previous 13F -2,730 shares

    1.58% of the 13F portfolio, value $2,356,969.

    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 34,431 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $2,458,718.

    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 34,431 shares
    Change vs previous 13F 0 shares

    1.59% of the 13F portfolio, value $2,335,455.

    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 34,431 shares
    Change vs previous 13F -1,600 shares

    1.67% of the 13F portfolio, value $2,185,680.

    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 36,031 shares
    Change vs previous 13F 0 shares

    1.86% of the 13F portfolio, value $2,123,667.

    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 36,031 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,890,547.

    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).