CogentBlue Wealth Advisors, LLC

Business address
4533 Papermill Drive, Suite 105, Knoxville, TN, 37909
Top securities (13F)
AVDV, VGIT, ITOT, DUHP, IDEV, DIHP, DFAT, DFGR, VTI, DFSD, VTIP, NVDA, VEA, BSVO, DFEM, AAPL, MSFT, EFV, TSM, and IEMG
State of incorporation
TN
Fiscal year end
31 December
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CogentBlue Wealth Advisors, LLC has filed 5 SEC EDGAR filings since 03 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 15 Oct 2025 30 Sep 2025 028-24705
13F-HR Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-24705
N-PX Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-24705
13F-HR Open Document Open Filing 17 Apr 2025 31 Mar 2025 028-24705
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-24705