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CogentBlue Wealth Advisors, LLC: MSFT position timeline

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

CogentBlue Wealth Advisors, LLC held 4,203 MSFT 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 4,203 shares
    Change vs previous 13F -36 shares

    2% of the 13F portfolio, value $2,155,729.

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

  2. period ended2026-06-30
    13F 4,239 shares
    Change vs previous 13F +99 shares

    0.91% of the 13F portfolio, value $1,581,239.

    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 4,140 shares
    Change vs previous 13F -1,693 shares

    1.03% of the 13F portfolio, value $1,532,504.

    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 5,833 shares
    Change vs previous 13F -19 shares

    1.92% of the 13F portfolio, value $2,821,052.

    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 5,852 shares
    Change vs previous 13F -71 shares

    2.07% of the 13F portfolio, value $3,031,146.

    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 5,923 shares
    Change vs previous 13F -180 shares

    2.26% of the 13F portfolio, value $2,946,258.

    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 6,103 shares
    Change vs previous 13F -6,239 shares

    2.01% of the 13F portfolio, value $2,291,080.

    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 12,342 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $5,202,237.

    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).