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Disclosery

Bogart Wealth, LLC: BND position timeline

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

Bogart Wealth, LLC held 1,614,048 BND 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 1,614,048 shares
    Change vs previous 13F +68,661 shares

    4.06% of the 13F portfolio, value $118,487,293.

    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 1,545,387 shares
    Change vs previous 13F -67,564 shares

    4.39% of the 13F portfolio, value $113,802,327.

    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 1,612,951 shares
    Change vs previous 13F +58,041 shares

    4.8% of the 13F portfolio, value $119,471,253.

    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 1,554,910 shares
    Change vs previous 13F +45,937 shares

    4.69% of the 13F portfolio, value $115,638,637.

    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 1,508,973 shares
    Change vs previous 13F +37,215 shares

    4.75% of the 13F portfolio, value $111,105,716.

    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 1,471,758 shares
    Change vs previous 13F +14,481 shares

    5.1% of the 13F portfolio, value $108,100,589.

    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 1,457,277 shares
    Change vs previous 13F +43,738 shares

    4.97% of the 13F portfolio, value $104,792,799.

    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 1,413,539 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $106,170,929.

    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).