Bogart Wealth, LLC
Position in NGVC — Natural Grocers by Vitamin Cottage, Inc.
CIK 1715740
MCLEAN, VA
Position in NGVC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$620
+$103 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 157 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NGVC Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Bogart Wealth, LLC holds $160,208 across 5 Grocery Stores names. NGVC ranks #4 (0.4% of the industry book) .
All Filings in NGVC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620 | 20 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $517 | 20 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $501 | 20 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||