Bogart Wealth, LLC: PCG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on PCG, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 613 PCG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 613 sharesChange vs previous 13F +129 shares
<0.01% of the 13F portfolio, value $10,311.
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 484 sharesChange vs previous 13F +151 shares
<0.01% of the 13F portfolio, value $8,504.
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 333 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,351.
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 333 sharesChange vs previous 13F +70 shares
<0.01% of the 13F portfolio, value $5,022.
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 263 sharesChange vs previous 13F -1,531 shares
<0.01% of the 13F portfolio, value $3,666.
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 1,794 sharesChange vs previous 13F -265 shares
<0.01% of the 13F portfolio, value $30,821.
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 2,059 sharesChange vs previous 13F +559 shares
<0.01% of the 13F portfolio, value $41,560.
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 1,500 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $29,655.
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).