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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

HE holding history

Hawaiian Electric Industries 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.

HE overviewAll 13F holders of HEFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of HE by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−150−100.0%Sold outHolders
Q2 2024150$1.35K<0.1%−100−40.0%ReducedHolders
Q1 2024250$2.82K<0.1%−100−28.6%ReducedHolders
Q4 2023350$4.97K<0.1%+50+16.7%AddedHolders
Q3 2023300$3.69K<0.1%00.0%UnchangedHolders
Q2 2023300$10.9K<0.1%00.0%UnchangedHolders
Q1 2023300$11.5K<0.1%00.0%UnchangedHolders
Q4 2022300$12.6K<0.1%00.0%UnchangedHolders
Q3 2022300$10.0K<0.1%00.0%UnchangedHolders
Q2 2022300$12.0K<0.1%00.0%UnchangedHolders
Q1 2022300$13.0K<0.1%00.0%UnchangedHolders
Q4 2021300$12.0K<0.1%+100+50.0%AddedHolders
Q3 2021200$8.00K<0.1%00.0%UnchangedHolders
Q2 2021200$8.00K<0.1%00.0%UnchangedHolders
Q1 2021200$9.00K<0.1%––Holders

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