Bogart Wealth, LLC
- SEC CIK
- 0001715740
- Latest filing
- Jul 24, 2026
WTW holding history
Willis Towers Watson PLC 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.
WTW overviewAll 13F holders of WTWFull Q2 2026 holdings
- Shares (Q2 2026)
- 15
- Value
- $3.92K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $3.92K | <0.1% | +11+275.0% | Added | Holders |
| Q1 2026 | 4 | $1.16K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 4 | $1.31K | <0.1% | −3−42.9% | Reduced | Holders |
| Q3 2025 | 7 | $2.42K | <0.1% | +7 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −150−100.0% | Sold out | Holders |
| Q4 2023 | 150 | $36.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 150 | $31.3K | <0.1% | −14−8.5% | Reduced | Holders |
| Q2 2023 | 164 | $38.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 164 | $38.1K | <0.1% | +11+7.2% | Added | Holders |
| Q4 2022 | 153 | $37.4K | <0.1% | +3+2.0% | Added | Holders |
| Q3 2022 | 150 | $30.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 150 | $30.0K | <0.1% | +150 | New | Holders |