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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

BBDC holding history

Barings BDC, Inc. 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.

BBDC overviewAll 13F holders of BBDCFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2024
Holdings of BBDC by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−412−100.0%Sold outHolders
Q2 2025412$3.76K<0.1%+104+33.8%AddedHolders
Q1 2025308$2.94K<0.1%−133−30.2%ReducedHolders
Q4 2024441$4.22K<0.1%+161+57.5%AddedHolders
Q3 2024280$2.74K<0.1%+280NewHolders