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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
4,289
Value
$259.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,289$259.1K<0.1%+81+1.9%AddedHolders
Q1 20264,208$218.8K<0.1%+148+3.6%AddedHolders
Q4 20254,060$216.6K<0.1%−1,447−26.3%ReducedHolders
Q3 20255,507$266.2K<0.1%+234+4.4%AddedHolders
Q2 20255,273$238.6K<0.1%−10.0%ReducedHolders
Q1 20255,274$222.7K<0.1%+77+1.5%AddedHolders
Q4 20245,197$248.6K<0.1%+63+1.2%AddedHolders
Q3 20245,134$234.8K<0.1%+21+0.4%AddedHolders
Q2 20245,113$203.0K<0.1%−21−0.4%ReducedHolders
Q1 20245,134$229.5K<0.1%+21+0.4%AddedHolders
Q4 20235,113$221.3K<0.1%−533−9.4%ReducedHolders
Q3 20235,646$186.7K<0.1%−189,240−97.1%ReducedHolders
Q2 2023194,886$6.44M0.4%−1,528−0.8%ReducedHolders
Q1 2023196,414$7.08M0.5%+16,881+9.4%AddedHolders
Q4 2022179,533$7.83M0.5%+13,538+8.2%AddedHolders
Q3 2022165,995$6.69M0.6%+25,483+18.1%AddedHolders
Q2 2022140,512$6.47M0.6%+23,054+19.6%AddedHolders
Q1 2022117,458$6.24M0.5%+15,963+15.7%AddedHolders
Q4 2021101,495$5.70M0.5%+6,592+6.9%AddedHolders
Q3 202194,903$5.64M0.6%+6,796+7.7%AddedHolders
Q2 202188,107$5.02M0.5%+87,931+49,960.8%AddedHolders
Q1 2021176$10.0K<0.1%––Holders

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