Skip to content
Disclosery

Bogart Wealth, LLC: ADP position timeline

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

Bogart Wealth, LLC held 27,725 ADP 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 27,725 shares
    Change vs previous 13F -15,296 shares

    0.21% of the 13F portfolio, value $6,209,086.

    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 43,021 shares
    Change vs previous 13F +15,655 shares

    0.34% of the 13F portfolio, value $8,741,089.

    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 27,366 shares
    Change vs previous 13F +790 shares

    0.28% of the 13F portfolio, value $7,039,358.

    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 26,576 shares
    Change vs previous 13F -589 shares

    0.32% of the 13F portfolio, value $7,800,098.

    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 27,165 shares
    Change vs previous 13F +86 shares

    0.36% of the 13F portfolio, value $8,377,539.

    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 27,079 shares
    Change vs previous 13F +257 shares

    0.39% of the 13F portfolio, value $8,273,306.

    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 26,822 shares
    Change vs previous 13F -255 shares

    0.37% of the 13F portfolio, value $7,851,670.

    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 27,077 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $7,493,025.

    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).