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Disclosery

Bogart Wealth, LLC: COST position timeline

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

Bogart Wealth, LLC held 10,007 COST 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 10,007 shares
    Change vs previous 13F +12 shares

    0.32% of the 13F portfolio, value $9,361,320.

    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 9,995 shares
    Change vs previous 13F -3,776 shares

    0.38% of the 13F portfolio, value $9,959,228.

    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 13,771 shares
    Change vs previous 13F +568 shares

    0.48% of the 13F portfolio, value $11,875,065.

    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 13,203 shares
    Change vs previous 13F +1,520 shares

    0.5% of the 13F portfolio, value $12,221,550.

    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 11,683 shares
    Change vs previous 13F +309 shares

    0.49% of the 13F portfolio, value $11,565,738.

    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 11,374 shares
    Change vs previous 13F +385 shares

    0.51% of the 13F portfolio, value $10,757,308.

    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 10,989 shares
    Change vs previous 13F +456 shares

    0.48% of the 13F portfolio, value $10,069,104.

    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 10,533 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $9,337,771.

    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).