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Disclosery

Bogart Wealth, LLC: ORI position timeline

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

Bogart Wealth, LLC held 248,473 ORI 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 248,473 shares
    Change vs previous 13F +43,016 shares

    0.35% of the 13F portfolio, value $10,167,535.

    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 205,457 shares
    Change vs previous 13F +5,155 shares

    0.32% of the 13F portfolio, value $8,197,723.

    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 200,302 shares
    Change vs previous 13F -5,638 shares

    0.37% of the 13F portfolio, value $9,141,765.

    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 205,940 shares
    Change vs previous 13F -5,235 shares

    0.35% of the 13F portfolio, value $8,746,254.

    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 211,175 shares
    Change vs previous 13F +2,278 shares

    0.35% of the 13F portfolio, value $8,117,572.

    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 208,897 shares
    Change vs previous 13F +2,378 shares

    0.39% of the 13F portfolio, value $8,192,953.

    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 206,519 shares
    Change vs previous 13F -2,118 shares

    0.35% of the 13F portfolio, value $7,473,908.

    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 208,637 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $7,389,935.

    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).