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Disclosery

Bogart Wealth, LLC: VTR position timeline

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

Bogart Wealth, LLC held 2,012 VTR 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 2,012 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $178,647.

    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 2,031 shares
    Change vs previous 13F +113 shares

    0.01% of the 13F portfolio, value $166,118.

    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 1,918 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $148,391.

    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 1,900 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $132,978.

    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 1,870 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $118,064.

    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 1,857 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $127,677.

    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 1,837 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $108,179.

    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 1,826 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $117,070.

    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).