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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
597
Value
$35.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UL by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026597$35.9K<0.1%00.0%UnchangedHolders
Q1 2026597$34.0K<0.1%00.0%UnchangedHolders
Q4 2025597$39.0K<0.1%−79−11.7%ReducedHolders
Q3 2025676$40.1K<0.1%00.0%UnchangedHolders
Q2 2025676$41.4K<0.1%00.0%UnchangedHolders
Q1 2025676$40.3K<0.1%+3+0.4%AddedHolders
Q4 2024673$38.2K<0.1%00.0%UnchangedHolders
Q3 2024673$43.7K<0.1%00.0%UnchangedHolders
Q2 2024673$37.0K<0.1%−36−5.1%ReducedHolders
Q1 2024709$35.6K<0.1%00.0%UnchangedHolders
Q4 2023709$34.4K<0.1%−147−17.2%ReducedHolders
Q3 2023856$42.3K<0.1%00.0%UnchangedHolders
Q2 2023856$44.6K<0.1%−80−8.5%ReducedHolders
Q1 2023936$48.6K<0.1%−6−0.6%ReducedHolders
Q4 2022942$47.4K<0.1%−33−3.4%ReducedHolders
Q3 2022975$43.0K<0.1%00.0%UnchangedHolders
Q2 2022975$45.0K<0.1%+680+230.5%AddedHolders
Q1 2022295$13.0K<0.1%−36−10.9%ReducedHolders
Q4 2021331$18.0K<0.1%+111+50.5%AddedHolders
Q3 2021220$12.0K<0.1%+147+201.4%AddedHolders
Q2 202173$4.00K<0.1%00.0%UnchangedHolders
Q1 202173$4.00K<0.1%––Holders

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