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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

GL holding history

Globe Life 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.

GL overviewAll 13F holders of GLFull Q2 2026 holdings

Shares (Q2 2026)
17
Value
$3.04K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2023
Holdings of GL by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617$3.04K<0.1%+13+325.0%AddedHolders
Q1 20264$557<0.1%00.0%UnchangedHolders
Q4 20254$559<0.1%+4NewHolders
Q2 20240$00.0%−34−100.0%Sold outHolders
Q1 202434$3.96K<0.1%00.0%UnchangedHolders
Q4 202334$4.14K<0.1%00.0%UnchangedHolders
Q3 202334$3.70K<0.1%00.0%UnchangedHolders
Q2 202334$3.73K<0.1%00.0%UnchangedHolders
Q1 202334$3.74K<0.1%+34NewHolders