Skip to main content

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

ADC holding history

Agree Realty Corp in every 13F filed by Bogart Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADC overviewAll 13F holders of ADCFull Q2 2026 holdings

Shares (Q2 2026)
23
Value
$1.74K
% of portfolio
<0.1%
Quarters held
2
Since Q3 2025
Holdings of ADC by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623$1.74K<0.1%+23NewHolders
Q4 20250$00.0%−7−100.0%Sold outHolders
Q3 20257$497<0.1%+7NewHolders