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Disclosery

Bogart Wealth, LLC: IBM position timeline

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

Bogart Wealth, LLC held 75,695 IBM 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 75,695 shares
    Change vs previous 13F +3,793 shares

    0.73% of the 13F portfolio, value $21,286,223.

    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 71,902 shares
    Change vs previous 13F +24,837 shares

    0.67% of the 13F portfolio, value $17,428,218.

    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 47,065 shares
    Change vs previous 13F -1,783 shares

    0.56% of the 13F portfolio, value $13,941,234.

    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 48,848 shares
    Change vs previous 13F -924 shares

    0.56% of the 13F portfolio, value $13,783,006.

    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 49,772 shares
    Change vs previous 13F +181 shares

    0.63% of the 13F portfolio, value $14,671,648.

    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 49,591 shares
    Change vs previous 13F +588 shares

    0.58% of the 13F portfolio, value $12,331,335.

    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 49,003 shares
    Change vs previous 13F -17,006 shares

    0.51% of the 13F portfolio, value $10,772,284.

    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 66,009 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $14,593,240.

    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).