Bogart Wealth, LLC: VIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on VIS, newest first. How the timeline and the estimate are built.
Bogart Wealth, LLC held 840 VIS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 840 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $302,719.
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 840 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $262,265.
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 840 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $250,639.
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 840 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $248,884.
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 840 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $235,259.
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 840 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $207,942.
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 840 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $213,688.
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 840 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $218,459.
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).