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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

J holding history

Jacobs Solutions 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.

J overviewAll 13F holders of JFull Q2 2026 holdings

Shares (Q2 2026)
128
Value
$16.1K
% of portfolio
<0.1%
Quarters held
6
Since Q3 2022
Holdings of J by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026128$16.1K<0.1%+96+300.0%AddedHolders
Q1 202632$4.07K<0.1%+7+28.0%AddedHolders
Q4 202525$3.31K<0.1%+21+525.0%AddedHolders
Q3 20254$599<0.1%+4NewHolders
Q1 20230$00.0%−87−100.0%Sold outHolders
Q4 202287$10.4K<0.1%00.0%UnchangedHolders
Q3 202287$9.00K<0.1%+87NewHolders