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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

CDW holding history

CDW 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.

CDW overviewAll 13F holders of CDWFull Q2 2026 holdings

Shares (Q2 2026)
15
Value
$2.11K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2022
Holdings of CDW by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615$2.11K<0.1%+14+1,400.0%AddedHolders
Q1 20261$121<0.1%+1NewHolders
Q4 20250$00.0%−7−100.0%Sold outHolders
Q3 20257$1.11K<0.1%+3+75.0%AddedHolders
Q2 20254$714<0.1%00.0%UnchangedHolders
Q1 20254$641<0.1%+4NewHolders
Q1 20230$00.0%−39−100.0%Sold outHolders
Q4 202239$6.96K<0.1%+39NewHolders