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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

MS holding history

Morgan Stanley 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.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
1,055
Value
$220.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,055$220.5K<0.1%+104+10.9%AddedHolders
Q1 2026951$156.5K<0.1%+34+3.7%AddedHolders
Q4 2025917$162.8K<0.1%−64−6.5%ReducedHolders
Q3 2025981$155.9K<0.1%+26+2.7%AddedHolders
Q2 2025955$134.5K<0.1%−207−17.8%ReducedHolders
Q1 20251,162$135.5K<0.1%+54+4.9%AddedHolders
Q4 20241,108$139.3K<0.1%+138+14.2%AddedHolders
Q3 2024970$101.1K<0.1%00.0%UnchangedHolders
Q2 2024970$94.3K<0.1%00.0%UnchangedHolders
Q1 2024970$91.3K<0.1%−607−38.5%ReducedHolders
Q4 20231,577$147.1K<0.1%+57+3.8%AddedHolders
Q3 20231,520$124.1K<0.1%−105−6.5%ReducedHolders
Q2 20231,625$138.8K<0.1%−40−2.4%ReducedHolders
Q1 20231,665$146.2K<0.1%+104+6.7%AddedHolders
Q4 20221,561$132.7K<0.1%+171+12.3%AddedHolders
Q3 20221,390$110.0K<0.1%+465+50.3%AddedHolders
Q2 2022925$70.0K<0.1%+109+13.4%AddedHolders
Q1 2022816$71.0K<0.1%−161−16.5%ReducedHolders
Q4 2021977$96.0K<0.1%00.0%UnchangedHolders
Q3 2021977$95.0K<0.1%−107−9.9%ReducedHolders
Q2 20211,084$99.0K<0.1%−55,171−98.1%ReducedHolders
Q1 202156,255$4.37M0.6%––Holders

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