Bogart Wealth, LLC: CBOE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on CBOE, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 46 CBOE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 46 sharesChange vs previous 13F -6 shares
<0.01% of the 13F portfolio, value $11,163.
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 52 sharesChange vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $14,616.
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 48 sharesChange vs previous 13F +2 shares
<0.01% of the 13F portfolio, value $12,048.
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 46 sharesChange vs previous 13F +2 shares
<0.01% of the 13F portfolio, value $11,282.
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).
- period ended2025-06-3013F 44 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $10,261.
13F-HR 0001715740-25-000008 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 ended2025-03-3113F 41 sharesChange vs previous 13F +2 shares
<0.01% of the 13F portfolio, value $9,278.
13F-HR 0001715740-25-000005 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 ended2024-12-3113F 39 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $7,621.
13F-HR 0001715740-25-000003 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 ended2024-09-3013F 39 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $7,990.
13F-HR 0001715740-24-000008 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).