WPP β€” WPP PLC NEW ADR

Ownership history in Bogart Wealth, LLC  Β·  14 quarters on record

AI Ownership Summary

Bogart Wealth, LLC reported WPP PLC NEW ADR (WPP) in 14 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows WPP 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WPP 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 WPP PLC NEW ADR, 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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.

How Bogart Wealth, LLC held WPP β€” position size vs. price
% of Fund (quarterly)    WPP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 4 β€” 0% 0.00% $100 2025-10-27 $24.22
2025 Q2 UNCHANGED 4 β€” 0% 0.00% $140 2025-07-30 $26.38
2025 Q1 REDUCED 4 -55 -93.2% 0.00% $152 2025-05-02 $36.82
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Bogart Wealth, LLC and WPP

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 WPP?

Bogart Wealth, LLC reported WPP across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

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

The largest reported portfolio weight for WPP was 0.00% in 2025 Q1.

What is the latest reported WPP position on this page?

The most recent filing on this page is 2025 Q3, when Bogart Wealth, LLC reported 4 shares, equal to 0.00% of portfolio, with an estimated market value of $100.

What does the chart on this WPP ownership page compare?

The chart compares Bogart Wealth, LLC's quarterly WPP 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.

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