Skip to content
Disclosery

Bogart Wealth, LLC: PSA position timeline

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

Bogart Wealth, LLC held 44 PSA 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 44 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $14,006.

    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 47 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $12,731.

    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 24 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $6,228.

    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 27 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $7,799.

    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 20 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $5,868.

    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 26 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $7,782.

    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 19 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,689.

    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).