Cogent Strategic Wealth LLC has filed its quarterly 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions, reflecting ongoing trends in the investment management industry.
Cogent Strategic Wealth LLC is based in Chicago, Illinois, and operates under the CIK number 0002106852. The firm specializes in investment management, focusing on strategic wealth management for its clients. The recent filing history includes several 13F-HR submissions, with the latest being on October 22, 2026, and previous filings on August 11, May 4, and March 2 of the same year.
The filing states, "Filing Date: 2026-10-22" and "Period of Report: 2026-09-30," indicating the report's relevance to the current investment landscape. The document includes two main files, detailing the holdings and investment strategies of the firm.
This report may affect various stakeholders, including clients, competitors, and analysts in the investment management sector. By revealing its holdings, Cogent provides transparency that can influence market perceptions and client decisions.
Details were not available in the SEC filing regarding what happens next for Cogent Strategic Wealth LLC following this report.
Filing Details and Document Information
The filing was accepted on the same day as the filing date, October 22, 2026, at 11:45:30 AM. It consists of two main documents: the primary report and an information table, which are critical for understanding the firm's investment positions. The primary document is available in both HTML and XML formats, while the information table is also accessible in these formats, providing flexibility for analysis.
Cogent Strategic Wealth LLC's filing includes a comprehensive list of its holdings as of September 30, 2026, which is crucial for stakeholders who wish to analyze the firm’s investment strategy and asset allocation. The firm’s business address is noted as 77 W Wacker Dr, FL 45, Chicago, IL 60601, and they can be contacted at 312-382-8388.
Company Background and Regulatory Information
Cogent Strategic Wealth LLC is incorporated in Illinois and has an Employer Identification Number (EIN) of 262017897. The firm operates under the Central Index Key (CIK) number 0002106852, which is used for tracking its filings with the SEC. The firm's fiscal year ends on December 31, indicating a standard calendar year reporting cycle.
It is important to note that while the filing provides a wealth of information regarding holdings and investment strategies, it does not disclose specific future plans or anticipated changes in investment strategy for Cogent Strategic Wealth LLC.