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CogentBlue Wealth Advisors, LLC: SPDW position timeline

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

CogentBlue Wealth Advisors, LLC held 14,923 SPDW 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 14,923 shares
    Change vs previous 13F -139 shares

    0.7% of the 13F portfolio, value $749,260.

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

  2. period ended2026-06-30
    13F 15,062 shares
    Change vs previous 13F +120 shares

    0.43% of the 13F portfolio, value $758,950.

    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 14,942 shares
    Change vs previous 13F -3,914 shares

    0.46% of the 13F portfolio, value $682,081.

    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 18,856 shares
    Change vs previous 13F +3 shares

    0.57% of the 13F portfolio, value $837,374.

    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 18,853 shares
    Change vs previous 13F -543 shares

    0.55% of the 13F portfolio, value $806,726.

    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 19,396 shares
    Change vs previous 13F -100 shares

    0.6% of the 13F portfolio, value $785,350.

    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 19,496 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $709,862.

    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 19,496 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $665,410.

    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).