Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

DFH holding history

Dream Finders Homes, 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.

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

Shares (Q2 2026): 169
Value: $2.92K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2022

Holdings of DFH by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	169	$2.92K	<0.1%	+169	New	Holders
Q4 2022	0	$0	0.0%	−100−100.0%	Sold out	Holders
Q3 2022	100	$1.00K	<0.1%	+100	New	Holders