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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

KEY holding history

Keycorp 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.

KEY overviewAll 13F holders of KEYFull Q2 2026 holdings

Shares (Q2 2026)
6,823
Value
$157.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of KEY by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,823$157.3K<0.1%+270+4.1%AddedHolders
Q1 20266,553$131.4K<0.1%+54+0.8%AddedHolders
Q4 20256,499$134.1K<0.1%−5,835−47.3%ReducedHolders
Q3 202512,334$230.5K<0.1%+60+0.5%AddedHolders
Q2 202512,274$213.8K<0.1%+271+2.3%AddedHolders
Q1 202512,003$191.9K<0.1%+72+0.6%AddedHolders
Q4 202411,931$204.5K<0.1%−239−2.0%ReducedHolders
Q3 202412,170$203.9K<0.1%−2,934−19.4%ReducedHolders
Q2 202415,104$214.6K<0.1%+2,940+24.2%AddedHolders
Q1 202412,164$192.3K<0.1%+72+0.6%AddedHolders
Q4 202312,092$174.1K<0.1%−127−1.0%ReducedHolders
Q3 202312,219$131.5K<0.1%−2,407−16.5%ReducedHolders
Q2 202314,626$135.1K<0.1%−494,458−97.1%ReducedHolders
Q1 2023509,084$6.37M0.4%+41,681+8.9%AddedHolders
Q4 2022467,403$8.14M0.6%+28,570+6.5%AddedHolders
Q3 2022438,833$7.03M0.6%+29,543+7.2%AddedHolders
Q2 2022409,290$7.05M0.6%+81,727+25.0%AddedHolders
Q1 2022327,563$7.33M0.6%+29,244+9.8%AddedHolders
Q4 2021298,319$6.90M0.6%+13,307+4.7%AddedHolders
Q3 2021285,012$6.16M0.6%+18,834+7.1%AddedHolders
Q2 2021266,178$5.50M0.6%+29,511+12.5%AddedHolders
Q1 2021236,667$4.73M0.7%––Holders

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