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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

P holding history

Everpure, 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.

P overviewAll 13F holders of PFull Q2 2026 holdings

Shares (Q2 2026)
36
Value
$2.84K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2022
Holdings of P by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636$2.84K<0.1%+13+56.5%AddedHolders
Q1 202623$1.36K<0.1%+2+9.5%AddedHolders
Q4 202521$1.41K<0.1%00.0%UnchangedHolders
Q3 202521$1.76K<0.1%+9+75.0%AddedHolders
Q2 202512$691<0.1%+12NewHolders
Q1 20250$00.0%−17−100.0%Sold outHolders
Q4 202417$1.04K<0.1%+17NewHolders
Q4 20220$00.0%−300−100.0%Sold outHolders
Q3 2022300$8.00K<0.1%+129+75.4%AddedHolders
Q2 2022171$4.00K<0.1%+171NewHolders