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Disclosery

LPL Financial LLC: COGT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on COGT, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 88,535 COGT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,535 shares
    Change vs previous 13F +14,380 shares

    <0.01% of the 13F portfolio, value $3,426,305.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 74,155 shares
    Change vs previous 13F -50,083 shares

    <0.01% of the 13F portfolio, value $2,854,226.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 124,238 shares
    Change vs previous 13F +74,036 shares

    <0.01% of the 13F portfolio, value $4,412,934.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,202 shares
    Change vs previous 13F +31,199 shares

    <0.01% of the 13F portfolio, value $720,901.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,003 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $136,442.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,003 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $113,828.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).