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
- period ended2026-06-3013F 159 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 33,752 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,499 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,124 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,165 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 38,823 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,635 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).