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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

  1. period ended2026-06-30
    13F 68,768 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 58,327 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,413 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,413 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 68,413 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,595 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,305 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 63,746 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).