Bogart Wealth, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on TSM, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 30,840 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 30,840 sharesChange vs previous 13F +29,220 shares
0.51% of the 13F portfolio, value $14,728,259.
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 1,620 sharesChange vs previous 13F +108 shares
0.02% of the 13F portfolio, value $547,479.
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 1,512 sharesChange vs previous 13F -143 shares
0.02% of the 13F portfolio, value $459,482.
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 1,655 sharesChange vs previous 13F +33 shares
0.02% of the 13F portfolio, value $462,225.
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 1,622 sharesChange vs previous 13F -169 shares
0.02% of the 13F portfolio, value $367,367.
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 1,791 sharesChange vs previous 13F +188 shares
0.01% of the 13F portfolio, value $297,306.
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 1,603 sharesChange vs previous 13F +106 shares
0.02% of the 13F portfolio, value $316,576.
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 1,497 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $259,984.
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).