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Disclosery

Bogart Wealth, LLC: CGMS position timeline

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

Bogart Wealth, LLC held 1,693 CGMS 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 1,693 shares
    Change vs previous 13F +382 shares

    <0.01% of the 13F portfolio, value $46,278.

    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 1,311 shares
    Change vs previous 13F +324 shares

    <0.01% of the 13F portfolio, value $35,699.

    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 987 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,261.

    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).