Position in A
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,446
+$2,825 QoQ
Shares Held
41
+78.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,031
of 1,112 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Bogart Wealth, LLC holds $375,837 across 17 Diagnostics & Research names. A ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
201 | $100,773 | |
| 2 | DHR |
Danaher Corp /De/
|
503 | $95,811 | |
| 3 | WAT |
Waters Corp /De/
|
185 | $69,382 | |
| 4 | IQV |
Iqvia Holdings Inc.
|
140 | $27,050 | |
| 5 | ILMN |
Illumina, Inc.
|
86 | $15,121 | |
| 6 | LH |
Labcorp Holdings Inc.
|
35 | $9,800 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
18 | $9,475 | |
| 8 | CRL |
Charles River Laboratories International, Inc.
|
37 | $8,391 |
All Filings in A
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,446 | 41 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,621 | 23 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,632 | 12 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,155 | 9 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $590 | 5 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,739 | 126 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,389 | 122 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $18,114 | 122 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $15,685 | 121 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $39,433 | 271 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $41,013 | 295 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $32,986 | 295 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $32,587 | 271 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $20,751 | 150 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $22,447 | 150 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $18,232 | 150 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $17,815 | 150 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $19,849 | 150 | Shares | Sole | 2022-04-22 | |
| 2021-09-30 | $11,972 | 76 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $11,233 | 76 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $9,662 | 76 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||