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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

CFG holding history

Citizens Financial Group 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.

CFG overviewAll 13F holders of CFGFull Q2 2026 holdings

Shares (Q2 2026)
161
Value
$11.3K
% of portfolio
<0.1%
Quarters held
15
Since Q1 2021
Holdings of CFG by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026161$11.3K<0.1%+41+34.2%AddedHolders
Q1 2026120$7.20K<0.1%+24+25.0%AddedHolders
Q4 202596$5.61K<0.1%−12−11.1%ReducedHolders
Q3 2025108$5.74K<0.1%+12+12.5%AddedHolders
Q2 202596$4.30K<0.1%+13+15.7%AddedHolders
Q1 202583$3.40K<0.1%00.0%UnchangedHolders
Q4 202483$3.63K<0.1%+83NewHolders
Q1 20230$00.0%−153−100.0%Sold outHolders
Q4 2022153$6.02K<0.1%+119+350.0%AddedHolders
Q3 202234$1.00K<0.1%00.0%UnchangedHolders
Q2 202234$1.00K<0.1%00.0%UnchangedHolders
Q1 202234$2.00K<0.1%00.0%UnchangedHolders
Q4 202134$2.00K<0.1%00.0%UnchangedHolders
Q3 202134$2.00K<0.1%00.0%UnchangedHolders
Q2 202134$2.00K<0.1%00.0%UnchangedHolders
Q1 202134$2.00K<0.1%––Holders

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