Current Market Value 2,342,609,436
Current Holdings 1452
Most Recent File Date 2025-07-30
Total Filings on Record 36
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Bogart Wealth, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 1452 2,342,609
2025-05-02 2025-03-31 13F-HR 1405 2,119,604
2025-01-30 2024-12-31 13F-HR 1342 2,108,661
2024-10-23 2024-09-30 13F-HR 1129 2,112,645
2024-07-31 2024-06-30 13F-HR 1116 1,964,388
2024-04-25 2024-03-31 13F-HR 1075 1,943,883
2024-02-07 2023-12-31 13F-HR 1060 1,772,258
2023-10-30 2023-09-30 13F-HR 1070 1,618,759
2023-07-31 2023-06-30 13F-HR 1044 1,577,790
2023-04-21 2023-03-31 13F-HR 1110 1,498,041
2023-02-06 2022-12-31 13F-HR 1038 1,436,451
2022-11-03 2022-09-30 13F-HR 1114 1,198,073
2022-07-22 2022-06-30 13F-HR 974 1,139,904
2022-04-22 2022-03-31 13F-HR 842 1,169,389
2022-01-19 2021-12-31 13F-HR 812 1,107,439
2021-10-15 2021-09-30 13F-HR 770 982,315
2021-08-06 2021-06-30 13F-HR 693 915,290
2021-04-16 2021-03-31 13F-HR 646 717,885
2021-01-14 2020-12-31 13F-HR 489 538,853
2020-10-06 2020-09-30 13F-HR 464 450,609
2020-07-08 2020-06-30 13F-HR 470 425,511
2020-04-20 2020-03-31 13F-HR 445 366,686
2020-02-10 2019-12-31 13F-HR 403 313,019
2019-11-06 2019-09-30 13F-HR/A 1 R 365 203,222
2019-10-10 2019-09-30 13F-HR 366 217,228
2019-07-11 2019-06-30 13F-HR 353 165,469
2019-04-08 2019-03-31 13F-HR 363 207,300
2019-01-15 2018-12-31 13F-HR 358 200,359
2018-10-16 2018-09-30 13F-HR 341 172,700
2018-07-13 2018-06-30 13F-HR 354 164,427
2018-04-12 2018-03-31 13F-HR 349 172,976
2018-01-10 2017-12-31 13F-HR 345 156,021
2017-10-12 2017-09-30 13F-HR 334 135,186
2017-09-19 2017-06-30 13F-HR 62 155,953
2017-09-19 2017-03-31 13F-HR 62 150,324
2017-08-30 2016-12-31 13F-HR 65 147,654