Bogart Wealth, LLC DAVA ENDAVA PLC ADS

Ownership history in Bogart Wealth, LLC  ·  3 quarters on record

AI Ownership Summary

Bogart Wealth, LLC reported ENDAVA PLC ADS (DAVA) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows DAVA 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 DAVA 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 ENDAVA PLC ADS, 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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 DAVA — position size vs. price
% of Fund (quarterly)    DAVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 3 0% 0.00% $8 2026-07-24 $nan
2026 Q1 REDUCED 89.7% -37.1% 3 -26 -89.7% 0.00% $13 2026-04-28 $4.20
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bogart Wealth, LLC and DAVA

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 DAVA?

Bogart Wealth, LLC reported DAVA across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

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

The largest reported portfolio weight for DAVA was 0.00% in 2026 Q1.

What is the latest reported DAVA position on this page?

The most recent filing on this page is 2026 Q2, when Bogart Wealth, LLC reported 3 shares, equal to 0.00% of portfolio, with an estimated market value of $8.

What does the chart on this DAVA ownership page compare?

The chart compares Bogart Wealth, LLC's quarterly DAVA 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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