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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

MDT holding history

Medtronic plc 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.

MDT overviewAll 13F holders of MDTFull Q2 2026 holdings

Shares (Q2 2026)
182,584
Value
$14.3M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of MDT by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026182,584$14.3M0.5%+52,183+40.0%AddedHolders
Q1 2026130,401$11.3M0.4%+3,577+2.8%AddedHolders
Q4 2025126,824$12.2M0.5%−343−0.3%ReducedHolders
Q3 2025127,167$12.1M0.5%+39,716+45.4%AddedHolders
Q2 202587,451$7.62M0.3%+86,316+7,604.9%AddedHolders
Q1 20251,135$102.0K<0.1%+30+2.7%AddedHolders
Q4 20241,105$88.3K<0.1%00.0%UnchangedHolders
Q3 20241,105$99.5K<0.1%−552−33.3%ReducedHolders
Q2 20241,657$130.4K<0.1%−65,493−97.5%ReducedHolders
Q1 202467,150$5.85M0.3%+4,926+7.9%AddedHolders
Q4 202362,224$5.13M0.3%−649−1.0%ReducedHolders
Q3 202362,873$4.93M0.3%+5,326+9.3%AddedHolders
Q2 202357,547$5.07M0.3%+3,095+5.7%AddedHolders
Q1 202354,452$4.39M0.3%+7,454+15.9%AddedHolders
Q4 202246,998$3.65M0.3%+7,945+20.3%AddedHolders
Q3 202239,053$3.15M0.3%+6,979+21.8%AddedHolders
Q2 202232,074$2.88M0.3%+4,181+15.0%AddedHolders
Q1 202227,893$3.10M0.3%+4,508+19.3%AddedHolders
Q4 202123,385$2.42M0.2%+3,564+18.0%AddedHolders
Q3 202119,821$2.48M0.3%+3,428+20.9%AddedHolders
Q2 202116,393$2.04M0.2%+2,902+21.5%AddedHolders
Q1 202113,491$1.59M0.2%––Holders

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