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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

BILL holding history

BILL Holdings, 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.

BILL overviewAll 13F holders of BILLFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2023
Holdings of BILL by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−23−100.0%Sold outHolders
Q1 202623$881<0.1%00.0%UnchangedHolders
Q4 202523$1.25K<0.1%−2−8.0%ReducedHolders
Q3 202525$1.32K<0.1%+12+92.3%AddedHolders
Q2 202513$601<0.1%+13NewHolders
Q2 20230$00.0%−26−100.0%Sold outHolders
Q1 202326$2.11K<0.1%+26NewHolders