Skip to content
Disclosery

Bogart Wealth, LLC: ES position timeline

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

Bogart Wealth, LLC held 1,195 ES 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 1,195 shares
    Change vs previous 13F +184 shares

    <0.01% of the 13F portfolio, value $86,391.

    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 1,011 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $70,069.

    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 969 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $65,218.

    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 935 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $66,524.

    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 928 shares
    Change vs previous 13F +466 shares

    <0.01% of the 13F portfolio, value $59,016.

    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 462 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $28,695.

    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 454 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $26,073.

    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 293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,939.

    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).