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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

CHRW holding history

C. H. Robinson Worldwide, 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.

CHRW overviewAll 13F holders of CHRWFull Q2 2026 holdings

Shares (Q2 2026)
16
Value
$3.01K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2021
Holdings of CHRW by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616$3.01K<0.1%+11+220.0%AddedHolders
Q1 20265$830<0.1%−2−28.6%ReducedHolders
Q4 20257$1.13K<0.1%+3+75.0%AddedHolders
Q3 20254$530<0.1%+4NewHolders
Q2 20240$00.0%−140−100.0%Sold outHolders
Q1 2024140$10.6K<0.1%−47−25.1%ReducedHolders
Q4 2023187$16.1K<0.1%+1+0.5%AddedHolders
Q3 2023186$16.0K<0.1%+1+0.5%AddedHolders
Q2 2023185$17.4K<0.1%+1+0.5%AddedHolders
Q1 2023184$18.3K<0.1%+102+124.4%AddedHolders
Q4 202282$7.53K<0.1%00.0%UnchangedHolders
Q3 202282$8.00K<0.1%+34+70.8%AddedHolders
Q2 202248$5.00K<0.1%00.0%UnchangedHolders
Q1 202248$5.00K<0.1%−21−30.4%ReducedHolders
Q4 202169$7.00K<0.1%+69NewHolders