Advertisement
Screener

Bogart Wealth, LLC Last Quarter Change: Foreign Other Stocks, Sold Out

Bogart Wealth, LLC quarter change: Foreign Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Bogart Wealth, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1715740): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Portman Square Capital LLPUnited Kingdom$2.597B102
GM Advisory Group, LLCUnited States$2.597B377
RK Capital Management, LLC/FLUnited States$2.605B25
Capital Asset Advisory Services LLCUnited States$2.606B299
Marathon Asset Management LtdUnited Kingdom$2.608B74
Confluence Wealth Services, Inc.United States$2.579B365
Ameritas Advisory Services, LLCUnited States$2.579B1,075
Livforsakringsbolaget Skandia, OmsesidigtSweden$2.577B601
PARADIGM CAPITAL MANAGEMENT INC/NYUnited States$2.614B174
Gallagher Fiduciary Advisors, LLCUnited States$2.576B362