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Disclosery

Bogart Wealth, LLC: SMH position timeline

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

Bogart Wealth, LLC held 132 SMH 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 132 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $86,828.

    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 133 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $51,073.

    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 132 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $47,613.

    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 62 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $20,234.

    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 99 shares
    Change vs previous 13F -10,039 shares

    <0.01% of the 13F portfolio, value $27,609.

    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 10,138 shares
    Change vs previous 13F +659 shares

    0.1% of the 13F portfolio, value $2,143,957.

    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 9,479 shares
    Change vs previous 13F +379 shares

    0.11% of the 13F portfolio, value $2,295,614.

    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 9,100 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,233,595.

    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).