Bogart Wealth, LLC: ODFL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on ODFL, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 542 ODFL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 542 sharesChange vs previous 13F +31 shares
<0.01% of the 13F portfolio, value $117,397.
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 511 sharesChange vs previous 13F +46 shares
<0.01% of the 13F portfolio, value $99,849.
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 465 sharesChange vs previous 13F -71 shares
<0.01% of the 13F portfolio, value $72,912.
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 536 sharesChange vs previous 13F +487 shares
<0.01% of the 13F portfolio, value $75,458.
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 49 sharesChange vs previous 13F -6 shares
<0.01% of the 13F portfolio, value $7,953.
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 55 sharesChange vs previous 13F +27 shares
<0.01% of the 13F portfolio, value $9,100.
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 28 sharesChange vs previous 13F -1,559 shares
<0.01% of the 13F portfolio, value $4,939.
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 1,587 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $315,242.
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).