Bogart Wealth, LLC: HOOD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on HOOD, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 1,929 HOOD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,929 sharesChange vs previous 13F +49 shares
0.01% of the 13F portfolio, value $193,440.
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 1,880 sharesChange vs previous 13F +417 shares
0.01% of the 13F portfolio, value $130,284.
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 1,463 sharesChange vs previous 13F +114 shares
0.01% of the 13F portfolio, value $165,465.
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 1,349 sharesChange vs previous 13F +1,037 shares
0.01% of the 13F portfolio, value $193,150.
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 312 sharesChange vs previous 13F -159 shares
<0.01% of the 13F portfolio, value $29,213.
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 471 sharesChange vs previous 13F -529 shares
<0.01% of the 13F portfolio, value $19,603.
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 1,000 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $37,260.
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).