Skip to main content

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

PTLO holding history

Portillo's 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.

PTLO overviewAll 13F holders of PTLOFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2022
Holdings of PTLO by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−738−100.0%Sold outHolders
Q1 2023738$15.8K<0.1%00.0%UnchangedHolders
Q4 2022738$12.0K<0.1%00.0%UnchangedHolders
Q3 2022738$15.0K<0.1%00.0%UnchangedHolders
Q2 2022738$12.0K<0.1%00.0%UnchangedHolders
Q1 2022738$18.0K<0.1%+738NewHolders