Bogart Wealth, LLC: ROP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on ROP, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 2,244 ROP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,244 sharesChange vs previous 13F +11 shares
0.03% of the 13F portfolio, value $759,364.
13F-HR 0001715740-26-000004 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,233 sharesChange vs previous 13F +13 shares
0.03% of the 13F portfolio, value $790,063.
13F-HR 0001715740-26-000003 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,220 sharesChange vs previous 13F -8,650 shares
0.04% of the 13F portfolio, value $988,167.
13F-HR 0001715740-26-000002 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,870 sharesChange vs previous 13F -2,311 shares
0.22% of the 13F portfolio, value $5,420,815.
13F-HR 0001715740-25-000009 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,181 sharesChange vs previous 13F +164 shares
0.32% of the 13F portfolio, value $7,471,417.
13F-HR 0001715740-25-000008 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,017 sharesChange vs previous 13F +104 shares
0.36% of the 13F portfolio, value $7,674,827.
13F-HR 0001715740-25-000005 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,913 sharesChange vs previous 13F -25 shares
0.32% of the 13F portfolio, value $6,712,779.
13F-HR 0001715740-25-000003 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,938 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $7,199,180.
13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).