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Disclosery

Bogart Wealth, LLC: ACWI position timeline

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

Bogart Wealth, LLC held 1,049,707 ACWI 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 1,049,707 shares
    Change vs previous 13F +17,782 shares

    5.65% of the 13F portfolio, value $164,772,476.

    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 1,031,925 shares
    Change vs previous 13F +121,832 shares

    5.51% of the 13F portfolio, value $142,787,418.

    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 910,093 shares
    Change vs previous 13F -8,112 shares

    5.17% of the 13F portfolio, value $128,769,014.

    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 918,205 shares
    Change vs previous 13F -7,010 shares

    5.15% of the 13F portfolio, value $126,932,591.

    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 925,215 shares
    Change vs previous 13F +240,275 shares

    5.09% of the 13F portfolio, value $118,982,586.

    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 684,940 shares
    Change vs previous 13F -5,899 shares

    3.76% of the 13F portfolio, value $79,720,150.

    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 690,839 shares
    Change vs previous 13F -7,256 shares

    3.85% of the 13F portfolio, value $81,173,565.

    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 698,095 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $83,457,313.

    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).