Skip to content
Disclosery

Bogart Wealth, LLC: IEF position timeline

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

Bogart Wealth, LLC held 558,248 IEF 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 558,248 shares
    Change vs previous 13F +29,986 shares

    1.81% of the 13F portfolio, value $52,793,557.

    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 528,262 shares
    Change vs previous 13F +19,992 shares

    1.95% of the 13F portfolio, value $50,417,332.

    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 508,270 shares
    Change vs previous 13F +18,590 shares

    1.96% of the 13F portfolio, value $48,875,239.

    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 489,680 shares
    Change vs previous 13F +16,086 shares

    1.92% of the 13F portfolio, value $47,234,542.

    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 473,594 shares
    Change vs previous 13F +13,511 shares

    1.94% of the 13F portfolio, value $45,356,101.

    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 460,083 shares
    Change vs previous 13F -202,101 shares

    2.07% of the 13F portfolio, value $43,878,152.

    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 662,184 shares
    Change vs previous 13F +34,586 shares

    2.9% of the 13F portfolio, value $61,218,926.

    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 627,598 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $61,579,899.

    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).