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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
23,068
Value
$13.0M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of META by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,068$13.0M0.4%−3,614−13.5%ReducedHolders
Q1 202626,682$15.3M0.6%+320+1.2%AddedHolders
Q4 202526,362$17.4M0.7%+4,556+20.9%AddedHolders
Q3 202521,806$16.0M0.6%+246+1.1%AddedHolders
Q2 202521,560$15.9M0.7%+974+4.7%AddedHolders
Q1 202520,586$11.9M0.6%−4,117−16.7%ReducedHolders
Q4 202424,703$14.5M0.7%+690+2.9%AddedHolders
Q3 202424,013$13.7M0.7%+128+0.5%AddedHolders
Q2 202423,885$12.0M0.6%+864+3.8%AddedHolders
Q1 202423,021$11.2M0.6%+436+1.9%AddedHolders
Q4 202322,585$7.99M0.5%+1,109+5.2%AddedHolders
Q3 202321,476$6.45M0.4%+393+1.9%AddedHolders
Q2 202321,083$6.05M0.4%−4,039−16.1%ReducedHolders
Q1 202325,122$5.32M0.4%−5,629−18.3%ReducedHolders
Q4 202230,751$3.70M0.3%+5,557+22.1%AddedHolders
Q3 202225,194$3.42M0.3%+3,099+14.0%AddedHolders
Q2 202222,095$3.56M0.3%+2,575+13.2%AddedHolders
Q1 202219,520$4.34M0.4%+6,512+50.1%AddedHolders
Q4 202113,008$4.38M0.4%+2,509+23.9%AddedHolders
Q3 202110,499$3.56M0.4%+1,668+18.9%AddedHolders
Q2 20218,831$3.07M0.3%+435+5.2%AddedHolders
Q1 20218,396$2.47M0.3%––Holders

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