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CogentBlue Wealth Advisors, LLC: IEMG position timeline

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

CogentBlue Wealth Advisors, LLC held 20,082 IEMG 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 20,082 shares
    Change vs previous 13F -717 shares

    1.52% of the 13F portfolio, value $1,629,855.

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

  2. period ended2026-06-30
    13F 20,799 shares
    Change vs previous 13F -549 shares

    0.99% of the 13F portfolio, value $1,722,989.

    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 21,348 shares
    Change vs previous 13F -1,095 shares

    1% of the 13F portfolio, value $1,488,991.

    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 22,443 shares
    Change vs previous 13F -10,081 shares

    1.03% of the 13F portfolio, value $1,508,610.

    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 32,524 shares
    Change vs previous 13F -3,941 shares

    1.46% of the 13F portfolio, value $2,143,954.

    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 36,465 shares
    Change vs previous 13F -2,201 shares

    1.68% of the 13F portfolio, value $2,189,017.

    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 38,666 shares
    Change vs previous 13F -3,107 shares

    1.83% of the 13F portfolio, value $2,086,782.

    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 41,773 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $2,181,364.

    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).