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Bogart Wealth, LLC: UITB position timeline

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

Bogart Wealth, LLC held 2,172,807 UITB 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 2,172,807 shares
    Change vs previous 13F +112,062 shares

    3.49% of the 13F portfolio, value $101,769,926.

    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 2,060,745 shares
    Change vs previous 13F +70,918 shares

    3.74% of the 13F portfolio, value $96,890,048.

    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 1,989,827 shares
    Change vs previous 13F +62,873 shares

    3.78% of the 13F portfolio, value $94,227,680.

    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 1,926,954 shares
    Change vs previous 13F +52,670 shares

    3.71% of the 13F portfolio, value $91,568,831.

    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 1,874,284 shares
    Change vs previous 13F +72,651 shares

    3.77% of the 13F portfolio, value $88,222,568.

    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 1,801,633 shares
    Change vs previous 13F +41,389 shares

    3.99% of the 13F portfolio, value $84,568,674.

    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 1,760,244 shares
    Change vs previous 13F +474,119 shares

    3.84% of the 13F portfolio, value $80,900,793.

    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 1,286,125 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $61,643,959.

    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).