Bogart Wealth, LLC: CSX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on CSX, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 581 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 581 sharesChange vs previous 13F +244 shares
<0.01% of the 13F portfolio, value $27,638.
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 337 sharesChange vs previous 13F +98 shares
<0.01% of the 13F portfolio, value $13,851.
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 239 sharesChange vs previous 13F +45 shares
<0.01% of the 13F portfolio, value $8,676.
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 194 sharesChange vs previous 13F +66 shares
<0.01% of the 13F portfolio, value $6,897.
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 128 sharesChange vs previous 13F +18 shares
<0.01% of the 13F portfolio, value $4,181.
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 110 sharesChange vs previous 13F -179 shares
<0.01% of the 13F portfolio, value $3,238.
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 289 sharesChange vs previous 13F +264 shares
<0.01% of the 13F portfolio, value $9,324.
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 25 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $858.
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).