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Bogart Wealth, LLC: FLCB position timeline

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

Bogart Wealth, LLC held 192,766 FLCB 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 192,766 shares
    Change vs previous 13F +250 shares

    0.14% of the 13F portfolio, value $4,125,199.

    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 192,516 shares
    Change vs previous 13F +7,424 shares

    0.16% of the 13F portfolio, value $4,137,169.

    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 185,092 shares
    Change vs previous 13F +11,873 shares

    0.16% of the 13F portfolio, value $4,002,616.

    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 173,219 shares
    Change vs previous 13F -88 shares

    0.15% of the 13F portfolio, value $3,762,317.

    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 173,307 shares
    Change vs previous 13F -2,922 shares

    0.16% of the 13F portfolio, value $3,729,567.

    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 176,229 shares
    Change vs previous 13F -142,939 shares

    0.18% of the 13F portfolio, value $3,788,044.

    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 319,168 shares
    Change vs previous 13F +2,509 shares

    0.32% of the 13F portfolio, value $6,731,263.

    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 316,659 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,969,662.

    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).