Bogart Wealth, LLC SACH — SACHEM CAP CORP COM

Ownership history in Bogart Wealth, LLC  ·  9 quarters on record

AI Ownership Summary

Bogart Wealth, LLC reported SACHEM CAP CORP COM (SACH) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows SACH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SACH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bogart Wealth, LLC's position in SACHEM CAP CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SACH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SACH stock page Bogart Wealth, LLC fund profile Bogart Wealth, LLC full holdings
How Bogart Wealth, LLC held SACH — position size vs. price
% of Fund (quarterly)    SACH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 209 +10 +5.0% 0.00% $211 2026-04-28 $1.02
2025 Q4 ADDED — — — 199 +9 +4.7% 0.00% $207 2026-01-30 $0.99
2025 Q3 ADDED — — — 190 +8 +4.4% 0.00% $211 2025-10-27 $0.99
2025 Q2 ADDED — — — 182 +7 +4.0% 0.00% $219 2025-07-30 $1.03
2025 Q1 ADDED — — — 175 +7 +4.2% 0.00% $203 2025-05-02 $0.86
2024 Q4 ADDED — — — 168 +5 +3.1% 0.00% $227 2025-01-30 $0.95
2024 Q3 ADDED — — — 163 +5 +3.2% 0.00% $410 2024-10-23 $1.82
2024 Q2 ADDED — — — 158 +6 +3.9% 0.00% $408 2024-07-31 $1.98
2024 Q1 INITIATED — — — 152 — — 0.00% $680 2024-04-25 $2.43

🏢 Other funds also holding SACH

As of 2026 Q1 — sorted by position size

Cox Capital Mgt LLC 3Y 7Y 0.77% WOODWARD DIVERSIFIED CAPITAL, LLC 3Y 0.01% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.0% JB Capital LLC 3Y 0.0% Blue Trust, Inc. 3Y 0.0% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.0% Private Advisor Group, LLC 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Bogart Wealth, LLC and SACH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bogart Wealth, LLC reported owning SACH?

Bogart Wealth, LLC reported SACH across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SACH position in Bogart Wealth, LLC's portfolio?

The largest reported portfolio weight for SACH was 0.00% in 2024 Q1.

What is the latest reported SACH position on this page?

The most recent filing on this page is 2026 Q1, when Bogart Wealth, LLC reported 209 shares, equal to 0.00% of portfolio, with an estimated market value of $211.

What does the chart on this SACH ownership page compare?

The chart compares Bogart Wealth, LLC's quarterly SACH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bogart Wealth, LLC time their SACH position?

Based on 13F filing dates vs. subsequent SACH price moves, Bogart Wealth, LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on SACH relative to SPY over the holding period was -46.0%.

← Back to Bogart Wealth, LLC Holdings