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CogentBlue Wealth Advisors, LLC: UMC position timeline

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

CogentBlue Wealth Advisors, LLC held 0 UMC 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 0 shares
    Change vs previous 13F -35,430 shares

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

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

  2. period ended2026-06-30
    13F 35,430 shares
    Change vs previous 13F +5,672 shares

    0.55% of the 13F portfolio, value $964,050.

    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 29,758 shares
    Change vs previous 13F +552 shares

    0.18% of the 13F portfolio, value $267,227.

    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 29,206 shares
    Change vs previous 13F +9,457 shares

    0.16% of the 13F portfolio, value $229,559.

    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 19,749 shares
    Change vs previous 13F +9,377 shares

    0.1% of the 13F portfolio, value $149,697.

    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 10,372 shares
    Change vs previous 13F -10,387 shares

    0.06% of the 13F portfolio, value $79,346.

    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 20,759 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $148,427.

    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).