Bogart Wealth, LLC: HLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on HLT, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 70 HLT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 70 sharesChange vs previous 13F +21 shares
<0.01% of the 13F portfolio, value $23,008.
13F-HR 0001715740-26-000004 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 49 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $14,783.
13F-HR 0001715740-26-000003 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48 sharesChange vs previous 13F -16 shares
<0.01% of the 13F portfolio, value $13,675.
13F-HR 0001715740-26-000002 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 64 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $16,500.
13F-HR 0001715740-25-000009 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 61 sharesChange vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $16,132.
13F-HR 0001715740-25-000008 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 57 sharesChange vs previous 13F -27 shares
<0.01% of the 13F portfolio, value $12,866.
13F-HR 0001715740-25-000005 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 84 sharesChange vs previous 13F +30 shares
<0.01% of the 13F portfolio, value $20,640.
13F-HR 0001715740-25-000003 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 54 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $12,557.
13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).