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Disclosery

Bogart Wealth, LLC: HD position timeline

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

Bogart Wealth, LLC held 24,619 HD 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 24,619 shares
    Change vs previous 13F +1,274 shares

    0.3% of the 13F portfolio, value $8,682,544.

    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 23,345 shares
    Change vs previous 13F -4,623 shares

    0.3% of the 13F portfolio, value $7,677,853.

    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 27,968 shares
    Change vs previous 13F +1,147 shares

    0.39% of the 13F portfolio, value $9,623,620.

    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 26,821 shares
    Change vs previous 13F +303 shares

    0.44% of the 13F portfolio, value $10,867,627.

    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 26,518 shares
    Change vs previous 13F +4,228 shares

    0.42% of the 13F portfolio, value $9,722,449.

    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 22,290 shares
    Change vs previous 13F +366 shares

    0.39% of the 13F portfolio, value $8,169,085.

    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 21,924 shares
    Change vs previous 13F -2,581 shares

    0.4% of the 13F portfolio, value $8,528,146.

    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 24,505 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $9,929,454.

    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).