Bogart Wealth, LLC
CIK
0001715740
City
MCLEAN
State / Country
VA
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $146,062 | 6,250 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $143,750 | 6,250 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $133,437 | 6,250 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $115,437 | 6,250 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $125,625 | 6,250 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $123,062 | 6,250 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $124,937 | 6,250 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $121,812 | 6,250 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $118,750 | 6,250 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $92,317 | 4,950 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $91,624 | 4,950 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $88,753 | 4,950 | Shares | Sole | 2023-04-21 |
| 2022-12-31 | $65,912 | 3,850 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $50,995 | 3,100 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $54,498 | 3,100 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $64,728 | 3,100 | Shares | Sole | 2022-04-22 |
| 2021-12-31 | $68,572 | 3,100 | Shares | Sole | 2022-01-19 |
| 2021-09-30 | $62,620 | 3,100 | Shares | Sole | 2021-10-15 |
| 2021-06-30 | $63,829 | 3,100 | Shares | Sole | 2021-08-06 |
| 2021-03-31 | $59,861 | 3,100 | Shares | Sole | 2021-04-16 |
| 2020-12-31 | $53,940 | 3,100 | Shares | Sole | 2021-01-14 |
| 2020-09-30 | $47,926 | 3,100 | Shares | Sole | 2020-10-06 |
| 2020-06-30 | $44,857 | 3,100 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $40,269 | 3,100 | Shares | Sole | 2020-04-20 |