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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

MMM holding history

3M Co 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.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
1,427
Value
$231.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MMM by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,427$231.1K<0.1%−58−3.9%ReducedHolders
Q1 20261,485$215.7K<0.1%+274+22.6%AddedHolders
Q4 20251,211$193.8K<0.1%−14−1.1%ReducedHolders
Q3 20251,225$190.2K<0.1%+18+1.5%AddedHolders
Q2 20251,207$183.8K<0.1%−94−7.2%ReducedHolders
Q1 20251,301$191.0K<0.1%−22−1.7%ReducedHolders
Q4 20241,323$170.8K<0.1%+11+0.8%AddedHolders
Q3 20241,312$179.3K<0.1%−172−11.6%ReducedHolders
Q2 20241,484$151.7K<0.1%+102+7.4%AddedHolders
Q1 20241,382$146.6K<0.1%+418+43.4%AddedHolders
Q4 2023964$105.4K<0.1%+89+10.2%AddedHolders
Q3 2023875$81.9K<0.1%+171+24.3%AddedHolders
Q2 2023704$70.4K<0.1%−134−16.0%ReducedHolders
Q1 2023838$88.0K<0.1%−100−10.7%ReducedHolders
Q4 2022938$112.4K<0.1%−25,790−96.5%ReducedHolders
Q3 202226,728$2.95M0.2%+4,985+22.9%AddedHolders
Q2 202221,743$2.81M0.2%+4,006+22.6%AddedHolders
Q1 202217,737$2.64M0.2%+2,895+19.5%AddedHolders
Q4 202114,842$2.64M0.2%+2,337+18.7%AddedHolders
Q3 202112,505$2.19M0.2%+2,215+21.5%AddedHolders
Q2 202110,290$2.04M0.2%+1,887+22.5%AddedHolders
Q1 20218,403$1.62M0.2%––Holders

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