Bogart Wealth, LLC: MCK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on MCK, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 10,312 MCK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 10,312 sharesChange vs previous 13F +1,743 shares
0.27% of the 13F portfolio, value $7,791,793.
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 8,569 sharesChange vs previous 13F +8,449 shares
0.29% of the 13F portfolio, value $7,415,270.
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 120 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $98,435.
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 120 sharesChange vs previous 13F +2 shares
<0.01% of the 13F portfolio, value $92,705.
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 118 sharesChange vs previous 13F +65 shares
<0.01% of the 13F portfolio, value $86,468.
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 53 sharesChange vs previous 13F +9 shares
<0.01% of the 13F portfolio, value $35,668.
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 44 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $25,076.
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).
- period ended2024-09-3013F 44 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $21,754.
13F-HR 0001715740-24-000008 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).