Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

DAO holding history

Youdao, 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.

DAO overview All 13F holders of DAO Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2022

Holdings of DAO by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−2,300−100.0%	Sold out	Holders
Q1 2023	2,300	$19.6K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	2,300	$12.4K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	2,300	$9.00K	<0.1%	+2,300	New	Holders