Skip to content
Disclosery

Bogart Wealth, LLC: BLK position timeline

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

Bogart Wealth, LLC held 9,078 BLK 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 9,078 shares
    Change vs previous 13F +360 shares

    0.3% of the 13F portfolio, value $8,729,378.

    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 8,718 shares
    Change vs previous 13F +1,635 shares

    0.32% of the 13F portfolio, value $8,384,281.

    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 7,083 shares
    Change vs previous 13F +28 shares

    0.3% of the 13F portfolio, value $7,581,046.

    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 7,055 shares
    Change vs previous 13F -8,930 shares

    0.33% of the 13F portfolio, value $8,224,783.

    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 15,985 shares
    Change vs previous 13F +335 shares

    0.72% of the 13F portfolio, value $16,772,717.

    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 15,650 shares
    Change vs previous 13F +237 shares

    0.7% of the 13F portfolio, value $14,812,475.

    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 15,413 shares
    Change vs previous 13F -222 shares

    0.75% of the 13F portfolio, value $15,799,744.

    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 15,635 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $14,845,993.

    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).