Bogart Wealth, LLC: OHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on OHI, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 10,694 OHI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 10,694 sharesChange vs previous 13F -20 shares
0.02% of the 13F portfolio, value $509,872.
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 10,714 sharesChange vs previous 13F +253 shares
0.02% of the 13F portfolio, value $469,499.
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 10,461 sharesChange vs previous 13F +237 shares
0.02% of the 13F portfolio, value $463,841.
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 10,224 sharesChange vs previous 13F +12 shares
0.02% of the 13F portfolio, value $431,657.
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 10,212 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $374,270.
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 10,212 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $388,873.
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 10,212 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $386,524.
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 10,212 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $415,628.
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).