CogentBlue Wealth Advisors, LLC: SHW position timeline

CogentBlue Wealth Advisors, LLC held 0 SHW shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -848 shares

   13F-HR 0002054047-26-000001 filed by CogentBlue Wealth Advisors, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 848 shares

   Change vs previous 13F +20 shares

   0.2% of the 13F portfolio, value $293,628.

   13F-HR 0002054047-25-000002 filed by CogentBlue Wealth Advisors, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 828 shares

   Change vs previous 13F +1 shares

   0.22% of the 13F portfolio, value $284,302.

   13F-HR 0001085146-25-003908 filed by CogentBlue Wealth Advisors, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 827 shares

   Change vs previous 13F +74 shares

   0.25% of the 13F portfolio, value $288,780.

   13F-HR 0001085146-25-002141 filed by CogentBlue Wealth Advisors, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 753 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $255,967.

   13F-HR 0001085146-25-000675 filed by CogentBlue Wealth Advisors, LLC
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).