Skip to content
Disclosery

Bogart Wealth, LLC: L position timeline

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

Bogart Wealth, LLC held 344 L 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 344 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $38,944.

    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 186 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $19,854.

    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 121 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $12,743.

    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 105 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $10,541.

    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 53 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $4,858.

    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 12 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,103.

    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).