Position in AAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$73,562
+$32,160 QoQ
Shares Held
4,071
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#377
of 572 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Bogart Wealth, LLC holds $264,692 across 9 Airlines names. AAL ranks #1 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAL |
American Airlines Group Inc.
This page
|
4,071 | $73,562 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
465 | $63,235 | |
| 3 | DAL |
Delta Air Lines, Inc.
|
501 | $46,923 | |
| 4 | LUV |
Southwest Airlines Co
|
752 | $38,667 | |
| 5 | ALGT |
Allegiant Travel CO
|
206 | $24,225 | |
| 6 | SKYW |
Skywest Inc
|
100 | $9,933 | |
| 7 | ULCC |
Frontier Group Holdings, Inc.
|
786 | $6,217 | |
| 8 | JBLU |
Jetblue Airways Corp
|
173 | $991 |
All Filings in AAL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,562 | 4,071 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $41,402 | 3,855 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $59,097 | 3,855 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $43,330 | 3,855 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $32,010 | 2,853 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $29,540 | 2,800 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,486 | 200 | Shares | Sole | 2025-01-30 | |
| 2024-03-31 | $3,898 | 254 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $106,539 | 7,754 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $67,303 | 5,254 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,556 | 254 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,746 | 254 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,230 | 254 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,058 | 254 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,220 | 254 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,635 | 254 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $4,561 | 254 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,212 | 254 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||