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Disclosery

Bogart Wealth, LLC: SCHB position timeline

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

Bogart Wealth, LLC held 65,639 SCHB 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 65,639 shares
    Change vs previous 13F -2,461 shares

    0.07% of the 13F portfolio, value $1,900,892.

    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 68,100 shares
    Change vs previous 13F +9,097 shares

    0.07% of the 13F portfolio, value $1,709,302.

    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 59,003 shares
    Change vs previous 13F -1,173 shares

    0.06% of the 13F portfolio, value $1,547,645.

    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 60,176 shares
    Change vs previous 13F +73 shares

    0.06% of the 13F portfolio, value $1,547,128.

    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 60,103 shares
    Change vs previous 13F -14,970 shares

    0.06% of the 13F portfolio, value $1,432,246.

    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 75,073 shares
    Change vs previous 13F +8,242 shares

    0.08% of the 13F portfolio, value $1,616,321.

    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 66,831 shares
    Change vs previous 13F +44,532 shares

    0.07% of the 13F portfolio, value $1,517,061.

    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 22,299 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,483,297.

    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).