Skip to content
Disclosery

Bogart Wealth, LLC: VZ position timeline

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

Bogart Wealth, LLC held 303,587 VZ 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 303,587 shares
    Change vs previous 13F +14,857 shares

    0.44% of the 13F portfolio, value $12,853,873.

    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 288,730 shares
    Change vs previous 13F +12,936 shares

    0.56% of the 13F portfolio, value $14,494,251.

    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 275,794 shares
    Change vs previous 13F -1,755 shares

    0.45% of the 13F portfolio, value $11,233,070.

    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 277,549 shares
    Change vs previous 13F -3,823 shares

    0.49% of the 13F portfolio, value $12,198,287.

    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 281,372 shares
    Change vs previous 13F +88,394 shares

    0.52% of the 13F portfolio, value $12,174,969.

    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 192,978 shares
    Change vs previous 13F +7,254 shares

    0.41% of the 13F portfolio, value $8,753,480.

    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 185,724 shares
    Change vs previous 13F +168,224 shares

    0.35% of the 13F portfolio, value $7,427,095.

    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 17,500 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $785,906.

    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).