CogentBlue Wealth Advisors, LLC: STPZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CogentBlue Wealth Advisors, LLC on STPZ, newest first. How the timeline and the estimate are built.
CogentBlue Wealth Advisors, LLC held 0 STPZ shares at 2025-12-31 per its 13F-HR filed 2026-01-16.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -5,074 shares
13F-HR 0002054047-26-000001 filed by CogentBlue Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 5,074 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $274,900.
13F-HR 0002054047-25-000002 filed by CogentBlue Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,074 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $273,032.
13F-HR 0001085146-25-003908 filed by CogentBlue Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,074 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $274,097.
13F-HR 0001085146-25-002141 filed by CogentBlue Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,074 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $265,366.
13F-HR 0001085146-25-000675 filed by CogentBlue Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).