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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

GS holding history

Goldman Sachs Group 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.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
6,591
Value
$6.67M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of GS by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,591$6.67M0.2%+6,169+1,461.8%AddedHolders
Q1 2026422$357.3K<0.1%−10,631−96.2%ReducedHolders
Q4 202511,053$9.72M0.4%−204−1.8%ReducedHolders
Q3 202511,257$8.96M0.4%+109+1.0%AddedHolders
Q2 202511,148$7.89M0.3%−2,330−17.3%ReducedHolders
Q1 202513,478$7.36M0.3%+151+1.1%AddedHolders
Q4 202413,327$7.63M0.4%−155−1.1%ReducedHolders
Q3 202413,482$6.68M0.3%+68+0.5%AddedHolders
Q2 202413,414$6.07M0.3%+271+2.1%AddedHolders
Q1 202413,143$5.49M0.3%+599+4.8%AddedHolders
Q4 202312,544$4.84M0.3%+877+7.5%AddedHolders
Q3 202311,667$3.78M0.2%+1,758+17.7%AddedHolders
Q2 20239,909$3.20M0.2%+349+3.7%AddedHolders
Q1 20239,560$3.13M0.2%+371+4.0%AddedHolders
Q4 20229,189$3.16M0.2%+611+7.1%AddedHolders
Q3 20228,578$2.51M0.2%−904−9.5%ReducedHolders
Q2 20229,482$2.82M0.2%+871+10.1%AddedHolders
Q1 20228,611$2.84M0.2%+624+7.8%AddedHolders
Q4 20217,987$3.06M0.3%+1,199+17.7%AddedHolders
Q3 20216,788$2.57M0.3%+1,006+17.4%AddedHolders
Q2 20215,782$2.19M0.2%+606+11.7%AddedHolders
Q1 20215,176$1.69M0.2%––Holders

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