Bogart Wealth, LLC
- SEC CIK
- 0001715740
- Latest filing
- Jul 24, 2026
INTA holding history
Intapp, 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.
INTA overviewAll 13F holders of INTAFull Q2 2026 holdings
- Shares (Q2 2026)
- 23
- Value
- $580
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | $580 | <0.1% | +23 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −26−100.0% | Sold out | Holders |
| Q4 2025 | 26 | $1.19K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 26 | $1.06K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 26 | $1.34K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 26 | $1.52K | <0.1% | −33−55.9% | Reduced | Holders |
| Q4 2024 | 59 | $3.78K | <0.1% | +59 | New | Holders |