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Disclosery

Bogart Wealth, LLC: META position timeline

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

Bogart Wealth, LLC held 23,068 META 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 23,068 shares
    Change vs previous 13F -3,614 shares

    0.45% of the 13F portfolio, value $12,994,101.

    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 26,682 shares
    Change vs previous 13F +320 shares

    0.59% of the 13F portfolio, value $15,265,450.

    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 26,362 shares
    Change vs previous 13F +4,556 shares

    0.7% of the 13F portfolio, value $17,400,963.

    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 21,806 shares
    Change vs previous 13F +246 shares

    0.65% of the 13F portfolio, value $16,014,083.

    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 21,560 shares
    Change vs previous 13F +974 shares

    0.68% of the 13F portfolio, value $15,913,269.

    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 20,586 shares
    Change vs previous 13F -4,117 shares

    0.56% of the 13F portfolio, value $11,864,923.

    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 24,703 shares
    Change vs previous 13F +690 shares

    0.69% of the 13F portfolio, value $14,463,728.

    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 24,013 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $13,745,933.

    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).