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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

HUBS holding history

HubSpot 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.

HUBS overviewAll 13F holders of HUBSFull Q2 2026 holdings

Shares (Q2 2026)
46
Value
$8.39K
% of portfolio
<0.1%
Quarters held
15
Since Q2 2022
Holdings of HUBS by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646$8.39K<0.1%+31+206.7%AddedHolders
Q1 202615$3.66K<0.1%+5+50.0%AddedHolders
Q4 202510$4.01K<0.1%−15−60.0%ReducedHolders
Q3 202525$11.7K<0.1%+1+4.2%AddedHolders
Q2 202524$13.4K<0.1%−1−4.0%ReducedHolders
Q1 202525$14.3K<0.1%+17+212.5%AddedHolders
Q4 20248$5.57K<0.1%00.0%UnchangedHolders
Q3 20248$4.25K<0.1%00.0%UnchangedHolders
Q2 20248$4.72K<0.1%00.0%UnchangedHolders
Q1 20248$5.01K<0.1%00.0%UnchangedHolders
Q4 20238$4.64K<0.1%00.0%UnchangedHolders
Q3 20238$3.94K<0.1%00.0%UnchangedHolders
Q2 20238$4.26K<0.1%00.0%UnchangedHolders
Q1 20238$3.43K<0.1%+8NewHolders
Q3 20220$00.0%−12−100.0%Sold outHolders
Q2 202212$4.00K<0.1%+12NewHolders