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Disclosery

Bogart Wealth, LLC: MA position timeline

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

Bogart Wealth, LLC held 26,896 MA 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 26,896 shares
    Change vs previous 13F +5,157 shares

    0.47% of the 13F portfolio, value $13,813,750.

    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 21,739 shares
    Change vs previous 13F +551 shares

    0.42% of the 13F portfolio, value $10,861,918.

    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 21,188 shares
    Change vs previous 13F +862 shares

    0.49% of the 13F portfolio, value $12,095,970.

    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 20,326 shares
    Change vs previous 13F +267 shares

    0.47% of the 13F portfolio, value $11,561,628.

    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 20,059 shares
    Change vs previous 13F +427 shares

    0.48% of the 13F portfolio, value $11,271,754.

    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 19,632 shares
    Change vs previous 13F +245 shares

    0.51% of the 13F portfolio, value $10,760,888.

    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 19,387 shares
    Change vs previous 13F +841 shares

    0.48% of the 13F portfolio, value $10,208,651.

    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 18,546 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $9,157,933.

    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).