Long-term investor
Bogart Wealth, LLC @bogartwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001715740).
Record
- Tracked since 2025-06-30 (472 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days +6.0% · 6 months +0.7% · 1 year +0.8% · all +0.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 6.8% · long · since 2025-06-30
- 464288257 · 5.6% · long · since 2025-06-30
- 30233Q108 · 5.6% · long · since 2026-06-30
- 14020W106 · 4.1% · long · since 2025-06-30
- 921937835 · 4.1% · long · since 2025-06-30
- 46641Q134 · 3.5% · long · since 2025-06-30
- 92647N527 · 3.5% · long · since 2025-06-30
- 19761L706 · 3.5% · long · since 2025-06-30
- 46138G649 · 2.8% · long · since 2025-06-30
- 46641Q670 · 2.8% · long · since 2025-06-30
- 808524730 · 2.6% · long · since 2025-06-30
- 46137V233 · 2.4% · long · since 2025-06-30