Skip to main content

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

RKT holding history

Rocket Companies, 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.

RKT overviewAll 13F holders of RKTFull Q2 2026 holdings

Shares (Q2 2026)
29
Value
$457
% of portfolio
<0.1%
Quarters held
5
Since Q4 2021
Holdings of RKT by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629$457<0.1%+27+1,350.0%AddedHolders
Q1 20262$29<0.1%00.0%UnchangedHolders
Q4 20252$39<0.1%00.0%UnchangedHolders
Q3 20252$39<0.1%+2NewHolders
Q1 20220$00.0%−30−100.0%Sold outHolders
Q4 202130$00.0%+30NewHolders