Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings 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.

LPLA overview All 13F holders of LPLA Full Q2 2026 holdings

Shares (Q2 2026): 4
Value: $1.13K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2022

Holdings of LPLA by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4	$1.13K	<0.1%	−3−42.9%	Reduced	Holders
Q1 2026	7	$2.11K	<0.1%	+5+250.0%	Added	Holders
Q4 2025	2	$714	<0.1%	+2	New	Holders
Q4 2022	0	$0	0.0%	−57−100.0%	Sold out	Holders
Q3 2022	57	$12.0K	<0.1%	+57	New	Holders