Skip to content
Disclosery

Bogart Wealth, LLC: DFIV position timeline

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

Bogart Wealth, LLC held 1,002 DFIV 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 1,002 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $54,153.

    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 994 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $52,477.

    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 993 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $49,559.

    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 989 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $45,613.

    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).