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CogentBlue Wealth Advisors, LLC: VWO position timeline

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

CogentBlue Wealth Advisors, LLC held 15,847 VWO 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 15,847 shares
    Change vs previous 13F -2,576 shares

    0.87% of the 13F portfolio, value $939,886.

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

  2. period ended2026-06-30
    13F 18,423 shares
    Change vs previous 13F -1,520 shares

    0.63% of the 13F portfolio, value $1,099,669.

    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 19,943 shares
    Change vs previous 13F -47 shares

    0.72% of the 13F portfolio, value $1,077,919.

    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 19,990 shares
    Change vs previous 13F -1,521 shares

    0.73% of the 13F portfolio, value $1,074,662.

    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 21,511 shares
    Change vs previous 13F -836 shares

    0.79% of the 13F portfolio, value $1,165,466.

    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 22,347 shares
    Change vs previous 13F -326 shares

    0.85% of the 13F portfolio, value $1,105,276.

    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 22,673 shares
    Change vs previous 13F -137 shares

    0.9% of the 13F portfolio, value $1,026,180.

    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 22,810 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,004,574.

    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).