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CogentBlue Wealth Advisors, LLC: ITOT position timeline

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

CogentBlue Wealth Advisors, LLC held 63,551 ITOT 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 63,551 shares
    Change vs previous 13F -507 shares

    9.82% of the 13F portfolio, value $10,567,227.

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

  2. period ended2026-06-30
    13F 64,058 shares
    Change vs previous 13F +1,735 shares

    6.03% of the 13F portfolio, value $10,522,736.

    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 62,323 shares
    Change vs previous 13F +2,742 shares

    5.97% of the 13F portfolio, value $8,876,630.

    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 59,581 shares
    Change vs previous 13F +53 shares

    6.04% of the 13F portfolio, value $8,859,026.

    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 59,528 shares
    Change vs previous 13F +3,028 shares

    5.91% of the 13F portfolio, value $8,670,292.

    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 56,500 shares
    Change vs previous 13F -3,840 shares

    5.84% of the 13F portfolio, value $7,629,746.

    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 60,340 shares
    Change vs previous 13F -2,108 shares

    6.46% of the 13F portfolio, value $7,362,049.

    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 62,448 shares
    Change vs previous 13F not available

    7.07% of the 13F portfolio, value $8,032,124.

    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).