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Disclosery

Bogart Wealth, LLC: FNDE position timeline

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

Bogart Wealth, LLC held 1,885,735 FNDE 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 1,885,735 shares
    Change vs previous 13F +28,467 shares

    2.57% of the 13F portfolio, value $74,825,953.

    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 1,857,268 shares
    Change vs previous 13F +3,254 shares

    2.74% of the 13F portfolio, value $71,059,060.

    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 1,854,014 shares
    Change vs previous 13F +80,741 shares

    2.68% of the 13F portfolio, value $66,855,732.

    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 1,773,273 shares
    Change vs previous 13F -7,647 shares

    2.6% of the 13F portfolio, value $64,121,569.

    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 1,780,920 shares
    Change vs previous 13F +21,334 shares

    2.51% of the 13F portfolio, value $58,788,185.

    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 1,759,586 shares
    Change vs previous 13F -94,546 shares

    2.56% of the 13F portfolio, value $54,195,257.

    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 1,854,132 shares
    Change vs previous 13F +4,128 shares

    2.56% of the 13F portfolio, value $53,862,542.

    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 1,850,004 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $59,699,626.

    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).