Position in BF-B
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,322
-$919 QoQ
Shares Held
50
-41.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Bogart Wealth, LLC holds $884 across 1 Beverages - Wineries & Distilleries name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
11 | $884 |
All Filings in BF-B
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $1,322 | 50 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 BF-B | $2,241 | 86 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 BF-B | $1,841 | 68 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 BF-B | $1,345 | 50 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 BF-B | $2,206 | 65 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 BF-B | $1,899 | 50 | Shares | Sole | 2025-01-30 | |
| 2023-09-30 BF-B | $3,172 | 55 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||