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Disclosery

Bogart Wealth, LLC: CME position timeline

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

Bogart Wealth, LLC held 74,416 CME 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 74,416 shares
    Change vs previous 13F +15,609 shares

    0.56% of the 13F portfolio, value $16,433,306.

    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 58,807 shares
    Change vs previous 13F +1,435 shares

    0.67% of the 13F portfolio, value $17,368,515.

    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 57,372 shares
    Change vs previous 13F -162 shares

    0.63% of the 13F portfolio, value $15,667,082.

    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 57,534 shares
    Change vs previous 13F -1,135 shares

    0.63% of the 13F portfolio, value $15,545,175.

    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 58,669 shares
    Change vs previous 13F +1,042 shares

    0.69% of the 13F portfolio, value $16,170,229.

    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 57,627 shares
    Change vs previous 13F -7,083 shares

    0.72% of the 13F portfolio, value $15,287,749.

    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 64,710 shares
    Change vs previous 13F -546 shares

    0.71% of the 13F portfolio, value $15,027,572.

    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 65,256 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $14,398,680.

    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).