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Disclosery

Bogart Wealth, LLC: MRSH position timeline

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

Bogart Wealth, LLC held 1,013 MRSH 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 1,013 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $168,837.

    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 1,020 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $176,952.

    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 976 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $181,103.

    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 970 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $195,523.

    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 954 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $208,624.

    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 867 shares
    Change vs previous 13F +250 shares

    0.01% of the 13F portfolio, value $211,530.

    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 617 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $131,154.

    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 581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $129,634.

    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).