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Disclosery

Bogart Wealth, LLC: TFC position timeline

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

Bogart Wealth, LLC held 271,399 TFC 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 271,399 shares
    Change vs previous 13F +12,118 shares

    0.46% of the 13F portfolio, value $13,521,076.

    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 259,281 shares
    Change vs previous 13F +5,487 shares

    0.46% of the 13F portfolio, value $11,919,158.

    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 253,794 shares
    Change vs previous 13F -3,287 shares

    0.5% of the 13F portfolio, value $12,489,226.

    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 257,081 shares
    Change vs previous 13F -93,933 shares

    0.48% of the 13F portfolio, value $11,753,727.

    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 351,014 shares
    Change vs previous 13F +13,626 shares

    0.64% of the 13F portfolio, value $15,090,102.

    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 337,388 shares
    Change vs previous 13F +5,663 shares

    0.66% of the 13F portfolio, value $13,883,530.

    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 331,725 shares
    Change vs previous 13F +164,112 shares

    0.68% of the 13F portfolio, value $14,390,224.

    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 167,613 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $7,168,813.

    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).