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Disclosery

Bogart Wealth, LLC: JIRE position timeline

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

Bogart Wealth, LLC held 1,248,235 JIRE 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 1,248,235 shares
    Change vs previous 13F +29,302 shares

    3.53% of the 13F portfolio, value $102,966,897.

    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 1,218,933 shares
    Change vs previous 13F +14,824 shares

    3.56% of the 13F portfolio, value $92,321,978.

    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 1,204,109 shares
    Change vs previous 13F -427,604 shares

    3.62% of the 13F portfolio, value $90,163,674.

    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 1,631,713 shares
    Change vs previous 13F +10,329 shares

    4.87% of the 13F portfolio, value $119,996,206.

    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 1,621,384 shares
    Change vs previous 13F +840,152 shares

    4.9% of the 13F portfolio, value $114,745,376.

    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 781,232 shares
    Change vs previous 13F -37,015 shares

    2.35% of the 13F portfolio, value $49,780,131.

    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 818,247 shares
    Change vs previous 13F +78,668 shares

    2.27% of the 13F portfolio, value $47,875,657.

    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 739,579 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $48,834,426.

    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).