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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

SMA holding history

SmartStop Self Storage 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.

SMA overviewAll 13F holders of SMAFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of SMA by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,600−100.0%Sold outHolders
Q1 20261,600$48.4K<0.1%00.0%UnchangedHolders
Q4 20251,600$49.5K<0.1%+1,600NewHolders