Bogart Wealth, LLC: FE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on FE, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 199 FE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 199 sharesChange vs previous 13F +69 shares
<0.01% of the 13F portfolio, value $9,460.
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 130 sharesChange vs previous 13F +17 shares
<0.01% of the 13F portfolio, value $6,586.
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 113 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,059.
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 113 sharesChange vs previous 13F -318 shares
<0.01% of the 13F portfolio, value $5,178.
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 431 sharesChange vs previous 13F +334 shares
<0.01% of the 13F portfolio, value $17,352.
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 97 sharesChange vs previous 13F -132 shares
<0.01% of the 13F portfolio, value $3,921.
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 229 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $9,110.
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).