Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

WEX holding history

WEX Inc. 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.

WEX overview All 13F holders of WEX Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of WEX by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−15−100.0%	Sold out	Holders
Q1 2026	15	$2.30K	<0.1%	+15	New	Holders
Q2 2025	0	$0	0.0%	−3−100.0%	Sold out	Holders
Q1 2025	3	$471	<0.1%	+3	New	Holders