Skip to main content

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

EFX holding history

Equifax 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.

EFX overviewAll 13F holders of EFXFull Q2 2026 holdings

Shares (Q2 2026)
10
Value
$1.59K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2022
Holdings of EFX by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610$1.59K<0.1%−2−16.7%ReducedHolders
Q1 202612$2.16K<0.1%+6+100.0%AddedHolders
Q4 20256$1.30K<0.1%−4−40.0%ReducedHolders
Q3 202510$2.56K<0.1%−2−16.7%ReducedHolders
Q2 202512$3.11K<0.1%00.0%UnchangedHolders
Q1 202512$2.92K<0.1%+2+20.0%AddedHolders
Q4 202410$2.55K<0.1%+10NewHolders
Q4 20220$00.0%−41−100.0%Sold outHolders
Q3 202241$7.00K<0.1%+41NewHolders