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Disclosery

Bogart Wealth, LLC: MO position timeline

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

Bogart Wealth, LLC held 34,468 MO 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 34,468 shares
    Change vs previous 13F +1,219 shares

    0.09% of the 13F portfolio, value $2,480,002.

    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 33,249 shares
    Change vs previous 13F +232 shares

    0.08% of the 13F portfolio, value $2,194,130.

    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 33,017 shares
    Change vs previous 13F -44 shares

    0.08% of the 13F portfolio, value $1,903,747.

    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 33,061 shares
    Change vs previous 13F +21 shares

    0.09% of the 13F portfolio, value $2,183,998.

    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 33,040 shares
    Change vs previous 13F -144 shares

    0.08% of the 13F portfolio, value $1,937,115.

    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 33,184 shares
    Change vs previous 13F +574 shares

    0.09% of the 13F portfolio, value $1,991,731.

    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 32,610 shares
    Change vs previous 13F +119 shares

    0.08% of the 13F portfolio, value $1,705,161.

    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 32,491 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,658,337.

    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).