Bogart Wealth, LLC: TMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on TMO, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 201 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 201 sharesChange vs previous 13F -8,876 shares
<0.01% of the 13F portfolio, value $100,788.
13F-HR 0001715740-26-000004 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,077 sharesChange vs previous 13F +391 shares
0.17% of the 13F portfolio, value $4,461,671.
13F-HR 0001715740-26-000003 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,686 sharesChange vs previous 13F +8,602 shares
0.2% of the 13F portfolio, value $5,033,148.
13F-HR 0001715740-26-000002 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 84 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $40,780.
13F-HR 0001715740-25-000009 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 81 sharesChange vs previous 13F -9 shares
<0.01% of the 13F portfolio, value $32,874.
13F-HR 0001715740-25-000008 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 90 sharesChange vs previous 13F +17 shares
<0.01% of the 13F portfolio, value $44,814.
13F-HR 0001715740-25-000005 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 73 sharesChange vs previous 13F -82 shares
<0.01% of the 13F portfolio, value $38,002.
13F-HR 0001715740-25-000003 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 155 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $95,901.
13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).