Skip to main content

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

PSO holding history

Pearson PLC 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.

PSO overviewAll 13F holders of PSOFull Q2 2026 holdings

Shares (Q2 2026)
45
Value
$715
% of portfolio
<0.1%
Quarters held
3
Since Q4 2024
Holdings of PSO by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645$715<0.1%+14+45.2%AddedHolders
Q1 202631$407<0.1%+31NewHolders
Q1 20250$00.0%−101−100.0%Sold outHolders
Q4 2024101$1.63K<0.1%+101NewHolders