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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

RTL holding history

Necessity Retail REIT, 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.

RTL overviewAll 13F holders of RTLFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of RTL by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−6−100.0%Sold outHolders
Q2 20236$41<0.1%00.0%UnchangedHolders
Q1 20236$38<0.1%00.0%UnchangedHolders
Q4 20226$36<0.1%00.0%UnchangedHolders
Q3 20226$00.0%00.0%UnchangedHolders
Q2 20226$00.0%00.0%UnchangedHolders
Q1 20226$00.0%00.0%UnchangedHolders
Q4 20216$00.0%00.0%UnchangedHolders
Q3 20216$00.0%00.0%UnchangedHolders
Q2 20216$00.0%00.0%UnchangedHolders
Q1 20216$00.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.