Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

EPR holding history

Epr Properties 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of EPR by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−21−100.0%	Sold out	Holders
Q3 2025	21	$1.20K	<0.1%	+1+5.0%	Added	Holders
Q2 2025	20	$1.19K	<0.1%	+4+25.0%	Added	Holders
Q1 2025	16	$846	<0.1%	+16	New	Holders