Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

LW holding history

Lamb Weston 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.

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

Shares (Q2 2026): 279
Value: $12.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of LW by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	279	$12.0K	<0.1%	+53+23.5%	Added	Holders
Q1 2026	226	$9.55K	<0.1%	+226	New	Holders
Q3 2025	0	$0	0.0%	−111−100.0%	Sold out	Holders
Q2 2025	111	$5.75K	<0.1%	+111	New	Holders