Bogart Wealth, LLC: KVUE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on KVUE, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 2,960 KVUE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,960 sharesChange vs previous 13F +2,192 shares
<0.01% of the 13F portfolio, value $56,565.
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 768 sharesChange vs previous 13F +137 shares
<0.01% of the 13F portfolio, value $13,236.
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 631 sharesChange vs previous 13F -237 shares
<0.01% of the 13F portfolio, value $10,878.
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 868 sharesChange vs previous 13F +179 shares
<0.01% of the 13F portfolio, value $14,093.
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 689 sharesChange vs previous 13F +249 shares
<0.01% of the 13F portfolio, value $14,421.
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 440 sharesChange vs previous 13F +236 shares
<0.01% of the 13F portfolio, value $10,551.
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 204 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $4,355.
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).