Skip to content
Disclosery

Bogart Wealth, LLC: IWD position timeline

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

Bogart Wealth, LLC held 5,983 IWD 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 5,983 shares
    Change vs previous 13F -25 shares

    0.05% of the 13F portfolio, value $1,450,459.

    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 6,008 shares
    Change vs previous 13F +1,284 shares

    0.05% of the 13F portfolio, value $1,283,729.

    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 4,724 shares
    Change vs previous 13F +25 shares

    0.04% of the 13F portfolio, value $993,646.

    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 4,699 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $956,669.

    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 4,699 shares
    Change vs previous 13F -96 shares

    0.04% of the 13F portfolio, value $912,687.

    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 4,795 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $902,227.

    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 4,783 shares
    Change vs previous 13F +30 shares

    0.04% of the 13F portfolio, value $885,477.

    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 4,753 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $902,119.

    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).