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Disclosery

Bogart Wealth, LLC: ACHR position timeline

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

Bogart Wealth, LLC held 17,765 ACHR 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 17,765 shares
    Change vs previous 13F +3,928 shares

    <0.01% of the 13F portfolio, value $84,028.

    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 13,837 shares
    Change vs previous 13F +6,012 shares

    <0.01% of the 13F portfolio, value $71,537.

    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 7,825 shares
    Change vs previous 13F +1,844 shares

    <0.01% of the 13F portfolio, value $58,844.

    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 5,981 shares
    Change vs previous 13F +4,010 shares

    <0.01% of the 13F portfolio, value $57,298.

    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 1,971 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $21,385.

    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 1,960 shares
    Change vs previous 13F -376 shares

    <0.01% of the 13F portfolio, value $13,936.

    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 2,336 shares
    Change vs previous 13F +2,186 shares

    <0.01% of the 13F portfolio, value $22,776.

    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 150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $455.

    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).