Skip to content
Disclosery

Bogart Wealth, LLC: IQV position timeline

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

Bogart Wealth, LLC held 140 IQV 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 140 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $27,051.

    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 119 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $20,294.

    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 112 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $25,246.

    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 118 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $22,413.

    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 75 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $11,819.

    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 71 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $12,517.

    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 96 shares
    Change vs previous 13F -36,470 shares

    <0.01% of the 13F portfolio, value $18,865.

    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 36,566 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $8,665,045.

    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).