Skip to content
Disclosery

Bogart Wealth, LLC: QQQ position timeline

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

Bogart Wealth, LLC held 25,163 QQQ 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 25,163 shares
    Change vs previous 13F +703 shares

    0.64% of the 13F portfolio, value $18,530,025.

    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 24,460 shares
    Change vs previous 13F +1,121 shares

    0.54% of the 13F portfolio, value $14,118,057.

    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 23,339 shares
    Change vs previous 13F -1,126 shares

    0.58% of the 13F portfolio, value $14,337,152.

    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 24,465 shares
    Change vs previous 13F -28 shares

    0.6% of the 13F portfolio, value $14,687,938.

    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 24,493 shares
    Change vs previous 13F +86 shares

    0.58% of the 13F portfolio, value $13,511,279.

    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 24,407 shares
    Change vs previous 13F +1,567 shares

    0.54% of the 13F portfolio, value $11,444,759.

    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 22,840 shares
    Change vs previous 13F +388 shares

    0.55% of the 13F portfolio, value $11,676,328.

    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 22,452 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $10,958,250.

    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).