Bogart Wealth, LLC: DLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on DLR, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 75,354 DLR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 75,354 sharesChange vs previous 13F +2,642 shares
0.46% of the 13F portfolio, value $13,532,133.
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 72,712 sharesChange vs previous 13F +2,855 shares
0.51% of the 13F portfolio, value $13,103,450.
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 69,857 sharesChange vs previous 13F +839 shares
0.43% of the 13F portfolio, value $10,807,603.
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 69,018 sharesChange vs previous 13F -1,151 shares
0.48% of the 13F portfolio, value $11,931,815.
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 70,169 sharesChange vs previous 13F +1,405 shares
0.52% of the 13F portfolio, value $12,232,499.
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 68,764 sharesChange vs previous 13F +1,473 shares
0.47% of the 13F portfolio, value $9,853,190.
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 67,291 sharesChange vs previous 13F -900 shares
0.57% of the 13F portfolio, value $11,932,756.
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 68,191 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $11,035,389.
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).