Skip to content

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

  1. period ended2026-06-30
    13F 503 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 278 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 192 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 124 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 481 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,447 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,548 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,765 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).