Bogart Wealth, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on PG, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 68,768 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 68,768 sharesChange vs previous 13F +10,441 shares
0.35% of the 13F portfolio, value $10,084,156.
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 58,327 sharesChange vs previous 13F -22,086 shares
0.33% of the 13F portfolio, value $8,424,769.
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 80,413 sharesChange vs previous 13F +3,000 shares
0.46% of the 13F portfolio, value $11,524,029.
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 77,413 sharesChange vs previous 13F +9,000 shares
0.48% of the 13F portfolio, value $11,894,464.
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 68,413 sharesChange vs previous 13F +1,818 shares
0.47% of the 13F portfolio, value $10,899,504.
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 66,595 sharesChange vs previous 13F +2,290 shares
0.54% of the 13F portfolio, value $11,349,101.
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 64,305 sharesChange vs previous 13F +559 shares
0.51% of the 13F portfolio, value $10,780,679.
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 63,746 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $11,040,803.
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).