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Disclosery

Bogart Wealth, LLC: ET position timeline

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

Bogart Wealth, LLC held 19,935 ET 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 19,935 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $381,148.

    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 19,926 shares
    Change vs previous 13F +510 shares

    0.01% of the 13F portfolio, value $384,580.

    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 19,416 shares
    Change vs previous 13F -17,087 shares

    0.01% of the 13F portfolio, value $320,170.

    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 36,503 shares
    Change vs previous 13F +3,715 shares

    0.03% of the 13F portfolio, value $626,386.

    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 32,788 shares
    Change vs previous 13F +604 shares

    0.03% of the 13F portfolio, value $594,443.

    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 32,184 shares
    Change vs previous 13F +424 shares

    0.03% of the 13F portfolio, value $598,304.

    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 31,760 shares
    Change vs previous 13F +7,842 shares

    0.03% of the 13F portfolio, value $622,171.

    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 23,918 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $383,889.

    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).