Bogart Wealth, LLC: SCHE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on SCHE, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 153,041 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 153,041 sharesChange vs previous 13F +1,205 shares
0.19% of the 13F portfolio, value $5,549,258.
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 151,836 sharesChange vs previous 13F +28,927 shares
0.19% of the 13F portfolio, value $5,003,000.
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 122,909 sharesChange vs previous 13F -161 shares
0.16% of the 13F portfolio, value $4,025,273.
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 123,070 sharesChange vs previous 13F -9,689 shares
0.17% of the 13F portfolio, value $4,106,838.
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 132,759 sharesChange vs previous 13F -17 shares
0.17% of the 13F portfolio, value $4,001,349.
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 132,776 sharesChange vs previous 13F +22,857 shares
0.17% of the 13F portfolio, value $3,660,624.
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 109,919 sharesChange vs previous 13F +1,461 shares
0.14% of the 13F portfolio, value $2,927,133.
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 108,458 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $3,164,804.
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).