Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

SLF holding history

Sun Life Financial 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.

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

Shares (Q2 2026): 4
Value: $314
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2024

Holdings of SLF by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4	$314	<0.1%	00.0%	Unchanged	Holders
Q1 2026	4	$250	<0.1%	+4	New	Holders
Q1 2025	0	$0	0.0%	−89−100.0%	Sold out	Holders
Q4 2024	89	$5.28K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	89	$5.16K	<0.1%	+89	New	Holders