Bogart Wealth, LLC: ESGD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on ESGD, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 4,180 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 4,180 sharesChange vs previous 13F -224 shares
0.01% of the 13F portfolio, value $429,746.
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 4,404 sharesChange vs previous 13F -1,480 shares
0.02% of the 13F portfolio, value $421,110.
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 5,884 sharesChange vs previous 13F -127 shares
0.02% of the 13F portfolio, value $559,510.
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 6,011 sharesChange vs previous 13F +93 shares
0.02% of the 13F portfolio, value $558,903.
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 5,918 sharesChange vs previous 13F -558 shares
0.02% of the 13F portfolio, value $528,004.
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 6,476 sharesChange vs previous 13F -68 shares
0.02% of the 13F portfolio, value $529,024.
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 6,544 sharesChange vs previous 13F -2,151 shares
0.02% of the 13F portfolio, value $498,260.
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 8,695 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $731,858.
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).