Skip to content
Disclosery

Bogart Wealth, LLC: ADI position timeline

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

Bogart Wealth, LLC held 14,821 ADI 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 14,821 shares
    Change vs previous 13F -3,705 shares

    0.2% of the 13F portfolio, value $5,886,554.

    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 18,526 shares
    Change vs previous 13F +170 shares

    0.23% of the 13F portfolio, value $5,893,859.

    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 18,356 shares
    Change vs previous 13F -10,510 shares

    0.2% of the 13F portfolio, value $4,978,238.

    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 28,866 shares
    Change vs previous 13F +552 shares

    0.29% of the 13F portfolio, value $7,092,439.

    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 28,314 shares
    Change vs previous 13F +654 shares

    0.29% of the 13F portfolio, value $6,739,356.

    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 27,660 shares
    Change vs previous 13F +380 shares

    0.26% of the 13F portfolio, value $5,578,229.

    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 27,280 shares
    Change vs previous 13F -18 shares

    0.27% of the 13F portfolio, value $5,795,917.

    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 27,298 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,283,182.

    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).