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Disclosery

Bogart Wealth, LLC: SPG position timeline

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

Bogart Wealth, LLC held 47,489 SPG 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 47,489 shares
    Change vs previous 13F +1,225 shares

    0.36% of the 13F portfolio, value $10,620,872.

    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 46,264 shares
    Change vs previous 13F +682 shares

    0.33% of the 13F portfolio, value $8,629,619.

    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 45,582 shares
    Change vs previous 13F -757 shares

    0.34% of the 13F portfolio, value $8,437,678.

    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 46,339 shares
    Change vs previous 13F -1,107 shares

    0.35% of the 13F portfolio, value $8,696,440.

    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 47,446 shares
    Change vs previous 13F +6,146 shares

    0.33% of the 13F portfolio, value $7,627,419.

    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 41,300 shares
    Change vs previous 13F +41,071 shares

    0.32% of the 13F portfolio, value $6,859,104.

    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 229 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $39,436.

    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 229 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,706.

    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).