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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

GAIN holding history

Gladstone Investment Corporationde 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.

GAIN overviewAll 13F holders of GAINFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of GAIN by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−120−100.0%Sold outHolders
Q1 2023120$1.59K<0.1%00.0%UnchangedHolders
Q4 2022120$1.55K<0.1%00.0%UnchangedHolders
Q3 2022120$1.00K<0.1%00.0%UnchangedHolders
Q2 2022120$2.00K<0.1%00.0%UnchangedHolders
Q1 2022120$2.00K<0.1%00.0%UnchangedHolders
Q4 2021120$2.00K<0.1%+120NewHolders