Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

OZK holding history

Bank OZK 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.

OZK overview All 13F holders of OZK Full Q2 2026 holdings

Shares (Q2 2026): 102
Value: $5.31K
% of portfolio: <0.1%
Quarters held: 4; Since Q4 2024

Holdings of OZK by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	102	$5.31K	<0.1%	+76+292.3%	Added	Holders
Q1 2026	26	$1.19K	<0.1%	+26	New	Holders
Q2 2025	0	$0	0.0%	−11−100.0%	Sold out	Holders
Q1 2025	11	$478	<0.1%	−20−64.5%	Reduced	Holders
Q4 2024	31	$1.38K	<0.1%	+31	New	Holders