Bogart Wealth, LLC: ALL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on ALL, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 655 ALL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 655 sharesChange vs previous 13F +56 shares
0.01% of the 13F portfolio, value $155,851.
13F-HR 0001715740-26-000004 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 599 sharesChange vs previous 13F +21 shares
<0.01% of the 13F portfolio, value $124,197.
13F-HR 0001715740-26-000003 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 578 sharesChange vs previous 13F -14 shares
<0.01% of the 13F portfolio, value $120,311.
13F-HR 0001715740-26-000002 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 592 sharesChange vs previous 13F +9 shares
0.01% of the 13F portfolio, value $127,073.
13F-HR 0001715740-25-000009 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 583 sharesChange vs previous 13F +2 shares
0.01% of the 13F portfolio, value $117,364.
13F-HR 0001715740-25-000008 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 581 sharesChange vs previous 13F +3 shares
0.01% of the 13F portfolio, value $120,308.
13F-HR 0001715740-25-000005 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 578 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $111,433.
13F-HR 0001715740-25-000003 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 578 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $109,618.
13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).