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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

CCI holding history

Crown Castle 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.

CCI overviewAll 13F holders of CCIFull Q2 2026 holdings

Shares (Q2 2026)
267
Value
$20.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CCI by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026267$20.2K<0.1%+14+5.5%AddedHolders
Q1 2026253$20.6K<0.1%+27+11.9%AddedHolders
Q4 2025226$20.1K<0.1%−125−35.6%ReducedHolders
Q3 2025351$33.9K<0.1%+12+3.5%AddedHolders
Q2 2025339$34.8K<0.1%+121+55.5%AddedHolders
Q1 2025218$22.7K<0.1%−894−80.4%ReducedHolders
Q4 20241,112$100.9K<0.1%+16+1.5%AddedHolders
Q3 20241,096$130.0K<0.1%+12+1.1%AddedHolders
Q2 20241,084$105.9K<0.1%−2−0.2%ReducedHolders
Q1 20241,086$114.9K<0.1%+17+1.6%AddedHolders
Q4 20231,069$123.1K<0.1%+11+1.0%AddedHolders
Q3 20231,058$97.3K<0.1%−388−26.8%ReducedHolders
Q2 20231,446$164.7K<0.1%−58,614−97.6%ReducedHolders
Q1 202360,060$8.04M0.5%+5,028+9.1%AddedHolders
Q4 202255,032$7.46M0.5%−420−0.8%ReducedHolders
Q3 202255,452$8.02M0.7%+7,938+16.7%AddedHolders
Q2 202247,514$8.00M0.7%+7,195+17.8%AddedHolders
Q1 202240,319$7.44M0.6%+5,734+16.6%AddedHolders
Q4 202134,585$7.22M0.7%+1,750+5.3%AddedHolders
Q3 202132,835$5.69M0.6%+1,467+4.7%AddedHolders
Q2 202131,368$6.12M0.7%+3,291+11.7%AddedHolders
Q1 202128,077$4.83M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.