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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

TRI holding history

Thomson Reuters 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.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q2 2026)
19
Value
$1.55K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of TRI by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619$1.55K<0.1%00.0%UnchangedHolders
Q1 202619$1.71K<0.1%00.0%UnchangedHolders
Q4 202519$2.51K<0.1%00.0%UnchangedHolders
Q3 202519$2.95K<0.1%00.0%UnchangedHolders
Q2 202519$3.82K<0.1%00.0%UnchangedHolders
Q1 202519$3.28K<0.1%00.0%UnchangedHolders
Q4 202419$3.05K<0.1%00.0%UnchangedHolders
Q3 202419$3.24K<0.1%00.0%UnchangedHolders
Q2 202419$3.20K<0.1%00.0%UnchangedHolders
Q1 202419$2.96K<0.1%00.0%UnchangedHolders
Q4 202319$2.78K<0.1%−24−55.8%ReducedHolders
Q3 202343$5.26K<0.1%+24+126.3%AddedHolders
Q2 202319$2.56K<0.1%−1−5.0%ReducedHolders
Q1 202320$2.60K<0.1%+20NewHolders