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CogentBlue Wealth Advisors, LLC: VGIT position timeline

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

CogentBlue Wealth Advisors, LLC held 182,264 VGIT 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 182,264 shares
    Change vs previous 13F +8,789 shares

    9.6% of the 13F portfolio, value $10,327,065.

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

  2. period ended2026-06-30
    13F 173,475 shares
    Change vs previous 13F +7,643 shares

    5.86% of the 13F portfolio, value $10,231,555.

    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 165,832 shares
    Change vs previous 13F +5,529 shares

    6.64% of the 13F portfolio, value $9,875,315.

    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 160,303 shares
    Change vs previous 13F -1 shares

    6.55% of the 13F portfolio, value $9,606,954.

    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 160,304 shares
    Change vs previous 13F +9,183 shares

    6.56% of the 13F portfolio, value $9,623,055.

    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 151,121 shares
    Change vs previous 13F +22,837 shares

    6.92% of the 13F portfolio, value $9,038,519.

    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 128,284 shares
    Change vs previous 13F +1,541 shares

    6.69% of the 13F portfolio, value $7,620,092.

    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 126,743 shares
    Change vs previous 13F not available

    6.47% of the 13F portfolio, value $7,351,105.

    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).