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Disclosery

Bogart Wealth, LLC: PNC position timeline

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

Bogart Wealth, LLC held 66,623 PNC 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 66,623 shares
    Change vs previous 13F +2,953 shares

    0.56% of the 13F portfolio, value $16,403,992.

    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 63,670 shares
    Change vs previous 13F +189 shares

    0.51% of the 13F portfolio, value $13,249,108.

    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 63,481 shares
    Change vs previous 13F -625 shares

    0.53% of the 13F portfolio, value $13,250,397.

    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 64,106 shares
    Change vs previous 13F -1,395 shares

    0.52% of the 13F portfolio, value $12,880,901.

    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 65,501 shares
    Change vs previous 13F +1,601 shares

    0.52% of the 13F portfolio, value $12,210,670.

    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 63,900 shares
    Change vs previous 13F +8,222 shares

    0.53% of the 13F portfolio, value $11,231,667.

    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 55,678 shares
    Change vs previous 13F -115 shares

    0.51% of the 13F portfolio, value $10,737,406.

    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 55,793 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $10,313,362.

    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).