Bogart Wealth, LLC
- SEC CIK
- 0001715740
- Latest filing
- Jul 24, 2026
BSM holding history
Black Stone Minerals, L.P. 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.
BSM overviewAll 13F holders of BSMFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,623
- Value
- $22.7K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,623 | $22.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 1,623 | $24.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 1,623 | $21.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,623 | $21.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,623 | $21.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,623 | $24.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 1,623 | $23.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,623 | $24.5K | <0.1% | −100−5.8% | Reduced | Holders |
| Q2 2024 | 1,723 | $27.0K | <0.1% | +100+6.2% | Added | Holders |
| Q1 2024 | 1,623 | $25.9K | <0.1% | +1,623 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −1,000−100.0% | Sold out | Holders |
| Q2 2022 | 1,000 | $14.0K | <0.1% | +1,000 | New | Holders |