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Bogart Wealth, LLC: AAPL position timeline

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

Bogart Wealth, LLC held 141,376 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,376 shares
    Change vs previous 13F +6,413 shares

    1.4% of the 13F portfolio, value $40,908,643.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 134,963 shares
    Change vs previous 13F +783 shares

    1.32% of the 13F portfolio, value $34,252,204.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 134,180 shares
    Change vs previous 13F -12,675 shares

    1.46% of the 13F portfolio, value $36,478,141.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 146,855 shares
    Change vs previous 13F +707 shares

    1.52% of the 13F portfolio, value $37,393,765.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 146,148 shares
    Change vs previous 13F +19,606 shares

    1.28% of the 13F portfolio, value $29,985,145.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 126,542 shares
    Change vs previous 13F -1,193 shares

    1.33% of the 13F portfolio, value $28,108,839.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 127,735 shares
    Change vs previous 13F +2,430 shares

    1.52% of the 13F portfolio, value $31,987,445.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 125,305 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $29,195,976.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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