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Disclosery

Bogart Wealth, LLC: PM position timeline

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

Bogart Wealth, LLC held 85,694 PM 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 85,694 shares
    Change vs previous 13F +3,346 shares

    0.53% of the 13F portfolio, value $15,502,822.

    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 82,348 shares
    Change vs previous 13F +26,118 shares

    0.53% of the 13F portfolio, value $13,615,440.

    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 56,230 shares
    Change vs previous 13F +47,042 shares

    0.36% of the 13F portfolio, value $9,019,235.

    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 9,188 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $1,490,220.

    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 9,168 shares
    Change vs previous 13F -87 shares

    0.07% of the 13F portfolio, value $1,669,853.

    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 9,255 shares
    Change vs previous 13F -111 shares

    0.07% of the 13F portfolio, value $1,469,105.

    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 9,366 shares
    Change vs previous 13F +146 shares

    0.05% of the 13F portfolio, value $1,127,191.

    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 9,220 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,119,258.

    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).