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Bogart Wealth, LLC: QQQI position timeline

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

Bogart Wealth, LLC held 15,139 QQQI 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 15,139 shares
    Change vs previous 13F -2,460 shares

    0.03% of the 13F portfolio, value $859,749.

    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 17,599 shares
    Change vs previous 13F +16,913 shares

    0.03% of the 13F portfolio, value $874,499.

    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 686 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $36,968.

    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 503 shares
    Change vs previous 13F +482 shares

    <0.01% of the 13F portfolio, value $27,289.

    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 21 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,078.

    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).