Skip to content
Disclosery

Bogart Wealth, LLC: T position timeline

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

Bogart Wealth, LLC held 435,096 T 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 435,096 shares
    Change vs previous 13F +120,360 shares

    0.31% of the 13F portfolio, value $9,006,491.

    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 314,736 shares
    Change vs previous 13F +13,707 shares

    0.35% of the 13F portfolio, value $9,124,209.

    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 301,029 shares
    Change vs previous 13F +7,317 shares

    0.3% of the 13F portfolio, value $7,477,563.

    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 293,712 shares
    Change vs previous 13F -6,990 shares

    0.34% of the 13F portfolio, value $8,294,428.

    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 300,702 shares
    Change vs previous 13F +4,223 shares

    0.37% of the 13F portfolio, value $8,702,309.

    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 296,479 shares
    Change vs previous 13F -217,923 shares

    0.4% of the 13F portfolio, value $8,384,433.

    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 514,402 shares
    Change vs previous 13F -5,280 shares

    0.56% of the 13F portfolio, value $11,712,940.

    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 519,682 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $11,433,014.

    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).