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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

TFC holding history

Truist Financial Corp 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.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
271,399
Value
$13.5M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of TFC by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026271,399$13.5M0.5%+12,118+4.7%AddedHolders
Q1 2026259,281$11.9M0.5%+5,487+2.2%AddedHolders
Q4 2025253,794$12.5M0.5%−3,287−1.3%ReducedHolders
Q3 2025257,081$11.8M0.5%−93,933−26.8%ReducedHolders
Q2 2025351,014$15.1M0.6%+13,626+4.0%AddedHolders
Q1 2025337,388$13.9M0.7%+5,663+1.7%AddedHolders
Q4 2024331,725$14.4M0.7%+164,112+97.9%AddedHolders
Q3 2024167,613$7.17M0.3%−1,460−0.9%ReducedHolders
Q2 2024169,073$6.57M0.3%+52,379+44.9%AddedHolders
Q1 2024116,694$4.55M0.2%−107,914−48.0%ReducedHolders
Q4 2023224,608$8.29M0.5%−4,023−1.8%ReducedHolders
Q3 2023228,631$6.54M0.4%+5,581+2.5%AddedHolders
Q2 2023223,050$6.77M0.4%+13,825+6.6%AddedHolders
Q1 2023209,225$7.13M0.5%+22,683+12.2%AddedHolders
Q4 2022186,542$8.03M0.6%+17,034+10.0%AddedHolders
Q3 2022169,508$7.38M0.6%+33,237+24.4%AddedHolders
Q2 2022136,271$6.46M0.6%+32,102+30.8%AddedHolders
Q1 2022104,169$5.91M0.5%+56,642+119.2%AddedHolders
Q4 202147,527$2.78M0.3%+6,060+14.6%AddedHolders
Q3 202141,467$2.43M0.2%+8,102+24.3%AddedHolders
Q2 202133,365$1.85M0.2%+6,593+24.6%AddedHolders
Q1 202126,772$1.56M0.2%––Holders

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