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Disclosery

Bogart Wealth, LLC: RECS position timeline

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

Bogart Wealth, LLC held 2,339,266 RECS 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 2,339,266 shares
    Change vs previous 13F +52,602 shares

    3.47% of the 13F portfolio, value $101,243,437.

    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 2,286,664 shares
    Change vs previous 13F +45,478 shares

    3.44% of the 13F portfolio, value $89,134,167.

    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 2,241,186 shares
    Change vs previous 13F +16,820 shares

    3.68% of the 13F portfolio, value $91,530,040.

    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 2,224,366 shares
    Change vs previous 13F +2,027,908 shares

    3.64% of the 13F portfolio, value $89,753,174.

    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 196,458 shares
    Change vs previous 13F +14,261 shares

    0.31% of the 13F portfolio, value $7,227,695.

    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 182,197 shares
    Change vs previous 13F +11,149 shares

    0.29% of the 13F portfolio, value $6,050,767.

    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 171,048 shares
    Change vs previous 13F +63,689 shares

    0.28% of the 13F portfolio, value $5,921,687.

    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 107,359 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,640,544.

    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).