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Disclosery

Bogart Wealth, LLC: VCRB position timeline

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

Bogart Wealth, LLC held 71,345 VCRB 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 71,345 shares
    Change vs previous 13F +5,780 shares

    0.19% of the 13F portfolio, value $5,510,202.

    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 65,565 shares
    Change vs previous 13F +5,092 shares

    0.2% of the 13F portfolio, value $5,073,410.

    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 60,473 shares
    Change vs previous 13F +4,248 shares

    0.19% of the 13F portfolio, value $4,710,545.

    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 56,225 shares
    Change vs previous 13F +7,343 shares

    0.18% of the 13F portfolio, value $4,408,602.

    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 48,882 shares
    Change vs previous 13F +7,833 shares

    0.16% of the 13F portfolio, value $3,792,266.

    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 41,049 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,178,424.

    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).