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Disclosery

Bogart Wealth, LLC: CRM position timeline

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

Bogart Wealth, LLC held 1,335 CRM 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 1,335 shares
    Change vs previous 13F +239 shares

    0.01% of the 13F portfolio, value $209,078.

    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 1,096 shares
    Change vs previous 13F +204 shares

    0.01% of the 13F portfolio, value $204,682.

    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 892 shares
    Change vs previous 13F -58,894 shares

    0.01% of the 13F portfolio, value $236,412.

    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 59,786 shares
    Change vs previous 13F +11,152 shares

    0.57% of the 13F portfolio, value $14,169,188.

    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 48,634 shares
    Change vs previous 13F +2,134 shares

    0.57% of the 13F portfolio, value $13,261,960.

    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 46,500 shares
    Change vs previous 13F +4,433 shares

    0.59% of the 13F portfolio, value $12,478,770.

    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 42,067 shares
    Change vs previous 13F -4,649 shares

    0.67% of the 13F portfolio, value $14,064,136.

    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 46,716 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $12,786,660.

    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).