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Bogart Wealth, LLC: PODD position timeline

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

Bogart Wealth, LLC held 159 PODD 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 159 shares
    Change vs previous 13F -33,593 shares

    <0.01% of the 13F portfolio, value $24,208.

    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 33,752 shares
    Change vs previous 13F -5,747 shares

    0.27% of the 13F portfolio, value $7,082,520.

    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 39,499 shares
    Change vs previous 13F +5,375 shares

    0.45% of the 13F portfolio, value $11,227,196.

    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 34,124 shares
    Change vs previous 13F -41 shares

    0.43% of the 13F portfolio, value $10,535,103.

    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 34,165 shares
    Change vs previous 13F -4,658 shares

    0.46% of the 13F portfolio, value $10,733,960.

    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 38,823 shares
    Change vs previous 13F +15,188 shares

    0.48% of the 13F portfolio, value $10,195,308.

    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 23,635 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $6,170,389.

    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).