Bogart Wealth, LLC: DHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on DHR, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 503 DHR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 503 sharesChange vs previous 13F +225 shares
<0.01% of the 13F portfolio, value $95,813.
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 278 sharesChange vs previous 13F +86 shares
<0.01% of the 13F portfolio, value $52,710.
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 192 sharesChange vs previous 13F +68 shares
<0.01% of the 13F portfolio, value $43,954.
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 124 sharesChange vs previous 13F -357 shares
<0.01% of the 13F portfolio, value $24,585.
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 481 sharesChange vs previous 13F -29,966 shares
<0.01% of the 13F portfolio, value $95,017.
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 30,447 sharesChange vs previous 13F -7,101 shares
0.29% of the 13F portfolio, value $6,241,686.
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 37,548 sharesChange vs previous 13F +3,783 shares
0.41% of the 13F portfolio, value $8,619,103.
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 33,765 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $9,387,221.
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).