CogentBlue Wealth Advisors, LLC: GLD position timeline

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

CogentBlue Wealth Advisors, LLC held 820 GLD 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 820 shares
Change vs previous 13F -116 shares
0.29% of the 13F portfolio, value $312,362.
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 936 shares
Change vs previous 13F not available
0.2% of the 13F portfolio, value $344,874.
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).