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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

BF.B holding history

Brown Forman 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.

BF.B overviewAll 13F holders of BF.BFull Q2 2026 holdings

Shares (Q2 2026)
69
Value
$1.84K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2023
Holdings of BF.B by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669$1.84K<0.1%+19+38.0%AddedHolders
Q1 202650$1.32K<0.1%−36−41.9%ReducedHolders
Q4 202586$2.24K<0.1%+18+26.5%AddedHolders
Q3 202568$1.84K<0.1%+18+36.0%AddedHolders
Q2 202550$1.35K<0.1%−15−23.1%ReducedHolders
Q1 202565$2.21K<0.1%+15+30.0%AddedHolders
Q4 202450$1.90K<0.1%+50NewHolders
Q4 20230$00.0%−55−100.0%Sold outHolders
Q3 202355$3.17K<0.1%+55NewHolders