Skip to content
Disclosery

Bogart Wealth, LLC: GS position timeline

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

Bogart Wealth, LLC held 6,591 GS 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 6,591 shares
    Change vs previous 13F +6,169 shares

    0.23% of the 13F portfolio, value $6,666,147.

    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 422 shares
    Change vs previous 13F -10,631 shares

    0.01% of the 13F portfolio, value $357,251.

    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 11,053 shares
    Change vs previous 13F -204 shares

    0.39% of the 13F portfolio, value $9,715,235.

    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 11,257 shares
    Change vs previous 13F +109 shares

    0.36% of the 13F portfolio, value $8,964,573.

    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 11,148 shares
    Change vs previous 13F -2,330 shares

    0.34% of the 13F portfolio, value $7,889,652.

    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 13,478 shares
    Change vs previous 13F +151 shares

    0.35% of the 13F portfolio, value $7,362,861.

    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 13,327 shares
    Change vs previous 13F -155 shares

    0.36% of the 13F portfolio, value $7,631,475.

    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 13,482 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,675,018.

    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).