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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

BN holding history

BROOKFIELD 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.

BN overviewAll 13F holders of BNFull Q2 2026 holdings

Shares (Q2 2026)
3
Value
$128
% of portfolio
<0.1%
Quarters held
6
Since Q4 2022
Holdings of BN by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$128<0.1%00.0%UnchangedHolders
Q1 20263$121<0.1%00.0%UnchangedHolders
Q4 20253$138<0.1%+1+50.0%AddedHolders
Q3 20252$137<0.1%+2NewHolders
Q1 20250$00.0%−138−100.0%Sold outHolders
Q4 2024138$7.93K<0.1%+138NewHolders
Q1 20230$00.0%−2,070−100.0%Sold outHolders
Q4 20222,070$65.1K<0.1%+2,070NewHolders