Bogart Wealth LLC’s Life360 LIF Stock Holding History

Bogart Wealth LLC’s Portfolio LIF Stock Details LIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11	Closed	-$449	–	2100
2026 Q1	$449	Buy	11 +4	+57%	+$207	﹤0.01%	1623
2025 Q4	$449	Buy	+7	New	+$581	﹤0.01%	1497

Other funds holding LIF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bogart Wealth LLC's LIF Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Life360 (LIF) in Q2 2026, closing a stake of 11 shares — an estimated $449 sold.

Bogart Wealth LLC first reported a position in LIF in Q4 2025 and held it in 2 quarters. The position peaked at $449 in Q1 2026. 203 funds tracked by Wall St. Rank hold LIF as of Q2 2026.

Bogart Wealth LLC reported no remaining Life360 position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 11 Life360 shares in Q2 2026, an estimated $449.
Bogart Wealth LLC first reported a position in Life360 in Q4 2025 and held it in 2 quarters.
Bogart Wealth LLC's Life360 position peaked at $449 in Q1 2026.
203 funds tracked by Wall St. Rank held Life360 as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.