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Disclosery

Bogart Wealth, LLC: ICSH position timeline

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

Bogart Wealth, LLC held 2,464 ICSH 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 2,464 shares
    Change vs previous 13F -41,222 shares

    <0.01% of the 13F portfolio, value $124,629.

    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 43,686 shares
    Change vs previous 13F +1,882 shares

    0.09% of the 13F portfolio, value $2,211,400.

    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 41,804 shares
    Change vs previous 13F -509,795 shares

    0.08% of the 13F portfolio, value $2,114,466.

    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 551,599 shares
    Change vs previous 13F +12,910 shares

    1.14% of the 13F portfolio, value $27,993,654.

    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 538,689 shares
    Change vs previous 13F +537,164 shares

    1.17% of the 13F portfolio, value $27,316,927.

    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 1,525 shares
    Change vs previous 13F +535 shares

    <0.01% of the 13F portfolio, value $77,318.

    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 990 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $49,926.

    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 990 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $50,233.

    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).