Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

SEIC holding history

SEI Investments Co 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.

SEIC overview All 13F holders of SEIC Full Q2 2026 holdings

Shares (Q2 2026): 6
Value: $526
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of SEIC by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6	$526	<0.1%	−12−66.7%	Reduced	Holders
Q1 2026	18	$1.41K	<0.1%	+18	New	Holders
Q3 2025	0	$0	0.0%	−58−100.0%	Sold out	Holders
Q2 2025	58	$5.21K	<0.1%	+58	New	Holders