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Disclosery

Bogart Wealth, LLC: AMT position timeline

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

Bogart Wealth, LLC held 241 AMT 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 241 shares
    Change vs previous 13F -23,103 shares

    <0.01% of the 13F portfolio, value $39,420.

    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 23,344 shares
    Change vs previous 13F +1,494 shares

    0.16% of the 13F portfolio, value $4,028,743.

    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 21,850 shares
    Change vs previous 13F -35,573 shares

    0.15% of the 13F portfolio, value $3,836,176.

    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 57,423 shares
    Change vs previous 13F -140 shares

    0.45% of the 13F portfolio, value $11,043,624.

    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 57,563 shares
    Change vs previous 13F +20,330 shares

    0.54% of the 13F portfolio, value $12,722,591.

    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 37,233 shares
    Change vs previous 13F +1,364 shares

    0.38% of the 13F portfolio, value $8,101,896.

    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 35,869 shares
    Change vs previous 13F +5,869 shares

    0.31% of the 13F portfolio, value $6,578,710.

    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 30,000 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,976,751.

    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).