Bogart Wealth, LLC
- SEC CIK
- 0001715740
- Latest filing
- Jul 24, 2026
WSR holding history
Whitestone REIT 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.
WSR overviewAll 13F holders of WSRFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −4,289−100.0% | Sold out | Holders |
| Q3 2025 | 4,289 | $52.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 4,289 | $53.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 4,289 | $62.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 4,289 | $60.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 4,289 | $58.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 4,289 | $57.1K | <0.1% | +4,289 | New | Holders |