Bogart Wealth, LLC SFBC β€” SOUND FINL BANCORP INC COM

Ownership history in Bogart Wealth, LLC  Β·  1 quarter on record

AI Ownership Summary

Bogart Wealth, LLC reported SOUND FINL BANCORP INC COM (SFBC) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows SFBC 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 SFBC 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 SOUND FINL BANCORP INC 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 SFBC β€” position size vs. price
% of Fund (quarterly)    SFBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 12 β€” β€” 0.00% $517 2026-07-24 $nan

🏒 Other funds also holding SFBC

As of 2026 Q2 β€” sorted by position size

Physician Wealth Advisors, Inc. 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Bogart Wealth, LLC and SFBC

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 SFBC?

Bogart Wealth, LLC reported SFBC across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

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

The largest reported portfolio weight for SFBC was 0.00% in 2026 Q2.

What is the latest reported SFBC position on this page?

The most recent filing on this page is 2026 Q2, when Bogart Wealth, LLC reported 12 shares, equal to 0.00% of portfolio, with an estimated market value of $517.

What does the chart on this SFBC ownership page compare?

The chart compares Bogart Wealth, LLC's quarterly SFBC 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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