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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

SPG holding history

Simon Property Group 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
47,489
Value
$10.6M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of SPG by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,489$10.6M0.4%+1,225+2.6%AddedHolders
Q1 202646,264$8.63M0.3%+682+1.5%AddedHolders
Q4 202545,582$8.44M0.3%−757−1.6%ReducedHolders
Q3 202546,339$8.70M0.4%−1,107−2.3%ReducedHolders
Q2 202547,446$7.63M0.3%+6,146+14.9%AddedHolders
Q1 202541,300$6.86M0.3%+41,071+17,934.9%AddedHolders
Q4 2024229$39.4K<0.1%00.0%UnchangedHolders
Q3 2024229$38.7K<0.1%00.0%UnchangedHolders
Q2 2024229$34.8K<0.1%+157+218.1%AddedHolders
Q1 202472$11.3K<0.1%00.0%UnchangedHolders
Q4 202372$10.3K<0.1%00.0%UnchangedHolders
Q3 202372$7.78K<0.1%+16+28.6%AddedHolders
Q2 202356$6.47K<0.1%00.0%UnchangedHolders
Q1 202356$6.27K<0.1%+30+115.4%AddedHolders
Q4 202226$3.05K<0.1%00.0%UnchangedHolders
Q3 202226$2.00K<0.1%00.0%UnchangedHolders
Q2 202226$2.00K<0.1%00.0%UnchangedHolders
Q1 202226$3.00K<0.1%00.0%UnchangedHolders
Q4 202126$4.00K<0.1%00.0%UnchangedHolders
Q3 202126$3.00K<0.1%00.0%UnchangedHolders
Q2 202126$3.00K<0.1%00.0%UnchangedHolders
Q1 202126$3.00K<0.1%––Holders

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