Skip to content
Disclosery

Bogart Wealth, LLC: SWK position timeline

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

Bogart Wealth, LLC held 501 SWK 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 501 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $47,115.

    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 490 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $34,784.

    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 473 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $35,164.

    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 489 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $36,355.

    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 504 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $34,147.

    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 490 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $37,668.

    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 485 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $38,945.

    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 480 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $52,896.

    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).