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Disclosery

Bogart Wealth, LLC: GRID position timeline

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

Bogart Wealth, LLC held 44,008 GRID 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 44,008 shares
    Change vs previous 13F +624 shares

    0.29% of the 13F portfolio, value $8,438,474.

    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 43,384 shares
    Change vs previous 13F +2,077 shares

    0.27% of the 13F portfolio, value $7,096,799.

    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 41,307 shares
    Change vs previous 13F +13,219 shares

    0.25% of the 13F portfolio, value $6,320,829.

    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 28,088 shares
    Change vs previous 13F +519 shares

    0.17% of the 13F portfolio, value $4,243,531.

    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 27,569 shares
    Change vs previous 13F +1,845 shares

    0.16% of the 13F portfolio, value $3,832,623.

    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 25,724 shares
    Change vs previous 13F +1,601 shares

    0.14% of the 13F portfolio, value $2,910,202.

    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 24,123 shares
    Change vs previous 13F +1,179 shares

    0.14% of the 13F portfolio, value $2,878,876.

    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 22,944 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,919,643.

    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).