Bogart Wealth, LLC: AUSF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on AUSF, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 7,172 AUSF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 7,172 sharesChange vs previous 13F -960,469 shares
0.01% of the 13F portfolio, value $350,424.
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 967,641 sharesChange vs previous 13F +10,317 shares
1.81% of the 13F portfolio, value $46,785,418.
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 957,324 sharesChange vs previous 13F +28,863 shares
1.78% of the 13F portfolio, value $44,391,099.
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 928,461 sharesChange vs previous 13F not available
1.75% of the 13F portfolio, value $43,182,721.
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).