Skip to content
Disclosery

Bogart Wealth, LLC: CAG position timeline

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

Bogart Wealth, LLC held 1,065 CAG 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 1,065 shares
    Change vs previous 13F +210 shares

    <0.01% of the 13F portfolio, value $14,335.

    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 855 shares
    Change vs previous 13F +768 shares

    <0.01% of the 13F portfolio, value $13,441.

    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 87 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $1,506.

    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 28 shares
    Change vs previous 13F -328 shares

    <0.01% of the 13F portfolio, value $513.

    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 356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,287.

    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).