Skip to main content

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

WDS holding history

Woodside Energy Group Ltd 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.

WDS overviewAll 13F holders of WDSFull Q2 2026 holdings

Shares (Q2 2026)
22
Value
$425
% of portfolio
<0.1%
Quarters held
15
Since Q2 2022
Holdings of WDS by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622$425<0.1%+22NewHolders
Q4 20250$00.0%−165−100.0%Sold outHolders
Q3 2025165$2.48K<0.1%−50−23.3%ReducedHolders
Q2 2025215$3.32K<0.1%+2+0.9%AddedHolders
Q1 2025213$3.09K<0.1%−100−31.9%ReducedHolders
Q4 2024313$4.88K<0.1%+13+4.3%AddedHolders
Q3 2024300$5.17K<0.1%+50+20.0%AddedHolders
Q2 2024250$4.70K<0.1%+150+150.0%AddedHolders
Q1 2024100$2.00K<0.1%00.0%UnchangedHolders
Q4 2023100$2.11K<0.1%−162−61.8%ReducedHolders
Q3 2023262$6.10K<0.1%00.0%UnchangedHolders
Q2 2023262$6.08K<0.1%−155−37.2%ReducedHolders
Q1 2023417$9.35K<0.1%+155+59.2%AddedHolders
Q4 2022262$6.34K<0.1%00.0%UnchangedHolders
Q3 2022262$5.00K<0.1%00.0%UnchangedHolders
Q2 2022262$6.00K<0.1%+262NewHolders