Skip to content
Disclosery

Bogart Wealth, LLC: JAAA position timeline

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

Bogart Wealth, LLC held 445,040 JAAA 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 445,040 shares
    Change vs previous 13F +436,664 shares

    0.77% of the 13F portfolio, value $22,470,092.

    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 8,376 shares
    Change vs previous 13F -103,029 shares

    0.02% of the 13F portfolio, value $421,920.

    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 111,405 shares
    Change vs previous 13F -250,844 shares

    0.23% of the 13F portfolio, value $5,634,887.

    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 362,249 shares
    Change vs previous 13F +10,058 shares

    0.75% of the 13F portfolio, value $18,395,004.

    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 352,191 shares
    Change vs previous 13F -333,788 shares

    0.76% of the 13F portfolio, value $17,873,711.

    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 685,979 shares
    Change vs previous 13F +8,518 shares

    1.64% of the 13F portfolio, value $34,785,984.

    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 677,461 shares
    Change vs previous 13F -345,382 shares

    1.63% of the 13F portfolio, value $34,354,030.

    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 1,022,843 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $52,042,272.

    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).