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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

ML holding history

Moneylion 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.

ML overviewAll 13F holders of MLFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of ML by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−100−100.0%Sold outHolders
Q1 2025100$8.65K<0.1%00.0%UnchangedHolders
Q4 2024100$8.60K<0.1%+100NewHolders