Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

SM holding history

SM Energy 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.

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

Shares (Q2 2026): 43
Value: $1.12K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of SM by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	43	$1.12K	<0.1%	+19+79.2%	Added	Holders
Q1 2026	24	$748	<0.1%	+24	New	Holders
Q1 2025	0	$0	0.0%	−33−100.0%	Sold out	Holders
Q4 2024	33	$1.28K	<0.1%	+33	New	Holders