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Disclosery

Bogart Wealth, LLC: SOUN position timeline

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

Bogart Wealth, LLC held 6,015 SOUN 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 6,015 shares
    Change vs previous 13F -14,854 shares

    <0.01% of the 13F portfolio, value $38,917.

    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 20,869 shares
    Change vs previous 13F +9,880 shares

    0.01% of the 13F portfolio, value $143,370.

    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 10,989 shares
    Change vs previous 13F +8,164 shares

    <0.01% of the 13F portfolio, value $109,560.

    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 2,825 shares
    Change vs previous 13F +2,000 shares

    <0.01% of the 13F portfolio, value $45,426.

    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 825 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $8,852.

    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 820 shares
    Change vs previous 13F -1,410 shares

    <0.01% of the 13F portfolio, value $6,658.

    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 2,230 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $44,243.

    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 2,130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,926.

    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).