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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

  1. period ended2026-06-30
    13F 153,041 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 151,836 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 122,909 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 123,070 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 132,759 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 132,776 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 109,919 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 108,458 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).