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Disclosery

Bogart Wealth, LLC: ROST position timeline

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

Bogart Wealth, LLC held 203 ROST 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 203 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $43,158.

    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 193 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $41,758.

    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 186 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $33,463.

    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 183 shares
    Change vs previous 13F -28,171 shares

    <0.01% of the 13F portfolio, value $27,851.

    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 28,354 shares
    Change vs previous 13F +765 shares

    0.15% of the 13F portfolio, value $3,617,422.

    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 27,589 shares
    Change vs previous 13F +375 shares

    0.17% of the 13F portfolio, value $3,525,552.

    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 27,214 shares
    Change vs previous 13F -117 shares

    0.2% of the 13F portfolio, value $4,116,613.

    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 27,331 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,113,590.

    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).