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Disclosery

Bogart Wealth, LLC: V position timeline

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

Bogart Wealth, LLC held 52,693 V 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 52,693 shares
    Change vs previous 13F +1,337 shares

    0.62% of the 13F portfolio, value $18,078,389.

    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 51,356 shares
    Change vs previous 13F -15,509 shares

    0.6% of the 13F portfolio, value $15,521,932.

    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 66,865 shares
    Change vs previous 13F +9,563 shares

    0.94% of the 13F portfolio, value $23,450,374.

    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 57,302 shares
    Change vs previous 13F +1,417 shares

    0.79% of the 13F portfolio, value $19,561,651.

    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 55,885 shares
    Change vs previous 13F +1,222 shares

    0.85% of the 13F portfolio, value $19,842,093.

    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 54,663 shares
    Change vs previous 13F -4,787 shares

    0.9% of the 13F portfolio, value $19,157,151.

    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 59,450 shares
    Change vs previous 13F +1,599 shares

    0.89% of the 13F portfolio, value $18,788,499.

    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 57,851 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $15,906,256.

    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).