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CogentBlue Wealth Advisors, LLC: SPTM position timeline

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

CogentBlue Wealth Advisors, LLC held 8,574 SPTM 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 8,574 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $789,262.

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

  2. period ended2026-06-30
    13F 8,574 shares
    Change vs previous 13F -92 shares

    0.45% of the 13F portfolio, value $778,459.

    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 8,666 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $685,156.

    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 8,666 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $714,968.

    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 8,666 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $698,935.

    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 8,666 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $649,018.

    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).