Skip to content
Disclosery

Bogart Wealth, LLC: CTAS position timeline

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

Bogart Wealth, LLC held 352 CTAS 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 352 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $59,868.

    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 277 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $46,852.

    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 235 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $44,196.

    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 220 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $45,157.

    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 218 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $48,586.

    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 217 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $44,600.

    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 204 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $37,271.

    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 196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $40,352.

    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).