Bogart Wealth, LLC
- SEC CIK
- 0001715740
- Latest filing
- Jul 24, 2026
OILU holding history
Bank of Montreal 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.
OILU overviewAll 13F holders of OILUFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,000
- Value
- $64.3K
- % of portfolio
- <0.1%
- Quarters held
- 3
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,000 | $64.3K | <0.1% | +2,000 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −2,000−100.0% | Sold out | Holders |
| Q2 2025 | 2,000 | $43.3K | <0.1% | +2,000 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −1,500−100.0% | Sold out | Holders |
| Q3 2024 | 1,500 | $47.0K | <0.1% | +1,500 | New | Holders |