Bogart Wealth, LLC: CCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on CCI, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 267 CCI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 267 sharesChange vs previous 13F +14 shares
<0.01% of the 13F portfolio, value $20,202.
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 253 sharesChange vs previous 13F +27 shares
<0.01% of the 13F portfolio, value $20,561.
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 226 sharesChange vs previous 13F -125 shares
<0.01% of the 13F portfolio, value $20,087.
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 351 sharesChange vs previous 13F +12 shares
<0.01% of the 13F portfolio, value $33,895.
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 339 sharesChange vs previous 13F +121 shares
<0.01% of the 13F portfolio, value $34,784.
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 218 sharesChange vs previous 13F -894 shares
<0.01% of the 13F portfolio, value $22,722.
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 1,112 sharesChange vs previous 13F +16 shares
<0.01% of the 13F portfolio, value $100,913.
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 1,096 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $130,028.
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).