Bogart Wealth, LLC
- SEC CIK
- 0001715740
- Latest filing
- Jul 24, 2026
UVSP holding history
Univest 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.
UVSP overviewAll 13F holders of UVSPFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −440−100.0% | Sold out | Holders |
| Q1 2026 | 440 | $15.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 440 | $14.4K | <0.1% | +440 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −250−100.0% | Sold out | Holders |
| Q2 2025 | 250 | $7.51K | <0.1% | −250−50.0% | Reduced | Holders |
| Q1 2025 | 500 | $14.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 500 | $14.8K | <0.1% | +500 | New | Holders |