Bogart Wealth, LLC: IHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on IHI, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 2,149 IHI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,149 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $106,176.
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 2,148 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $114,605.
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 2,148 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $133,485.
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 2,147 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $129,008.
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 2,147 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $134,474.
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 2,146 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $129,187.
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 2,146 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $125,222.
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 2,145 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $127,035.
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).