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Disclosery

Bogart Wealth, LLC: SCHD position timeline

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

Bogart Wealth, LLC held 61,655 SCHD 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 61,655 shares
    Change vs previous 13F +13,753 shares

    0.07% of the 13F portfolio, value $1,955,080.

    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 47,902 shares
    Change vs previous 13F +10,623 shares

    0.06% of the 13F portfolio, value $1,469,641.

    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 37,279 shares
    Change vs previous 13F -4,484 shares

    0.04% of the 13F portfolio, value $1,022,563.

    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 41,763 shares
    Change vs previous 13F +10,460 shares

    0.05% of the 13F portfolio, value $1,140,141.

    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 31,303 shares
    Change vs previous 13F +9,673 shares

    0.04% of the 13F portfolio, value $829,542.

    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 21,630 shares
    Change vs previous 13F +335 shares

    0.03% of the 13F portfolio, value $604,771.

    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 21,295 shares
    Change vs previous 13F +17,270 shares

    0.03% of the 13F portfolio, value $581,778.

    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 4,025 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $340,248.

    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).