Skip to content
Disclosery

Bogart Wealth, LLC: QQQM position timeline

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

Bogart Wealth, LLC held 267,482 QQQM 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 267,482 shares
    Change vs previous 13F +615 shares

    2.78% of the 13F portfolio, value $81,039,143.

    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 266,867 shares
    Change vs previous 13F +2,733 shares

    2.45% of the 13F portfolio, value $63,412,836.

    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 264,134 shares
    Change vs previous 13F -1,703 shares

    2.68% of the 13F portfolio, value $66,804,810.

    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 265,837 shares
    Change vs previous 13F -2,726 shares

    2.66% of the 13F portfolio, value $65,693,755.

    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 268,563 shares
    Change vs previous 13F -135,461 shares

    2.61% of the 13F portfolio, value $60,990,702.

    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 404,024 shares
    Change vs previous 13F +3,658 shares

    3.68% of the 13F portfolio, value $77,984,719.

    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 400,366 shares
    Change vs previous 13F +262,009 shares

    4% of the 13F portfolio, value $84,257,130.

    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 138,357 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $27,788,983.

    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).