Bogart Wealth, LLC: ITW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on ITW, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 310 ITW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 310 sharesChange vs previous 13F +102 shares
<0.01% of the 13F portfolio, value $83,872.
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 208 sharesChange vs previous 13F +11 shares
<0.01% of the 13F portfolio, value $54,160.
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 197 sharesChange vs previous 13F -27 shares
<0.01% of the 13F portfolio, value $48,533.
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 224 sharesChange vs previous 13F +8 shares
<0.01% of the 13F portfolio, value $58,416.
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 216 sharesChange vs previous 13F +45 shares
<0.01% of the 13F portfolio, value $53,406.
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 171 sharesChange vs previous 13F +2 shares
<0.01% of the 13F portfolio, value $42,410.
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 169 sharesChange vs previous 13F +16 shares
<0.01% of the 13F portfolio, value $42,852.
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 153 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $40,097.
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).