Skip to content
Disclosery

Bogart Wealth, LLC: PWR position timeline

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

Bogart Wealth, LLC held 15,449 PWR 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 15,449 shares
    Change vs previous 13F -3,668 shares

    0.38% of the 13F portfolio, value $11,124,034.

    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 19,117 shares
    Change vs previous 13F +251 shares

    0.4% of the 13F portfolio, value $10,495,706.

    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 18,866 shares
    Change vs previous 13F -261 shares

    0.32% of the 13F portfolio, value $7,962,643.

    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 19,127 shares
    Change vs previous 13F +153 shares

    0.32% of the 13F portfolio, value $7,926,659.

    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 18,974 shares
    Change vs previous 13F -6,293 shares

    0.31% of the 13F portfolio, value $7,173,723.

    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 25,267 shares
    Change vs previous 13F +10,985 shares

    0.3% of the 13F portfolio, value $6,422,375.

    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 14,282 shares
    Change vs previous 13F -319 shares

    0.21% of the 13F portfolio, value $4,513,831.

    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 14,601 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,353,288.

    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).