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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

MDB holding history

MongoDB, 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.

MDB overviewAll 13F holders of MDBFull Q2 2026 holdings

Shares (Q2 2026)
10
Value
$3.36K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2024
Holdings of MDB by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610$3.36K<0.1%+3+42.9%AddedHolders
Q1 20267$1.71K<0.1%−5−41.7%ReducedHolders
Q4 202512$5.04K<0.1%+3+33.3%AddedHolders
Q3 20259$2.79K<0.1%−44−83.0%ReducedHolders
Q2 202553$11.1K<0.1%+44+488.9%AddedHolders
Q1 20259$1.58K<0.1%+9NewHolders
Q2 20240$00.0%−30−100.0%Sold outHolders
Q1 202430$10.8K<0.1%+30NewHolders