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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

DOW holding history

Dow 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.

DOW overviewAll 13F holders of DOWFull Q2 2026 holdings

Shares (Q2 2026)
1,949
Value
$53.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DOW by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,949$53.3K<0.1%+4+0.2%AddedHolders
Q1 20261,945$81.0K<0.1%+89+4.8%AddedHolders
Q4 20251,856$43.4K<0.1%−601−24.5%ReducedHolders
Q3 20252,457$56.3K<0.1%−2,778−53.1%ReducedHolders
Q2 20255,235$138.6K<0.1%−293,342−98.2%ReducedHolders
Q1 2025298,577$10.4M0.5%+296,227+12,605.4%AddedHolders
Q4 20242,350$94.3K<0.1%+765+48.3%AddedHolders
Q3 20241,585$86.6K<0.1%+128+8.8%AddedHolders
Q2 20241,457$77.3K<0.1%+1,157+385.7%AddedHolders
Q1 2024300$17.4K<0.1%−88−22.7%ReducedHolders
Q4 2023388$21.3K<0.1%00.0%UnchangedHolders
Q3 2023388$20.0K<0.1%−23−5.6%ReducedHolders
Q2 2023411$21.9K<0.1%−65−13.7%ReducedHolders
Q1 2023476$26.1K<0.1%−1−0.2%ReducedHolders
Q4 2022477$24.0K<0.1%+300+169.5%AddedHolders
Q3 2022177$8.00K<0.1%−106−37.5%ReducedHolders
Q2 2022283$15.0K<0.1%+107+60.8%AddedHolders
Q1 2022176$11.0K<0.1%00.0%UnchangedHolders
Q4 2021176$10.0K<0.1%−11−5.9%ReducedHolders
Q3 2021187$11.0K<0.1%−49−20.8%ReducedHolders
Q2 2021236$15.0K<0.1%+60+34.1%AddedHolders
Q1 2021176$11.0K<0.1%––Holders

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