Position in AVTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,088
+$3,132 QoQ
Shares Held
413
+238.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#392
of 454 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Bogart Wealth, LLC holds $11,669,958 across 19 Medical Instruments & Supplies names. AVTR ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
16,705 | $6,643,244 | |
| 2 | RMD |
Resmed Inc
|
25,263 | $4,923,253 | |
| 3 | SOLV |
Solventum Corp
|
407 | $31,400 | |
| 4 | BDX |
Becton Dickinson & Co
|
142 | $21,488 | |
| 5 | ALGN |
Align Technology Inc
|
48 | $8,095 | |
| 6 | TFX |
Teleflex Inc
|
54 | $6,845 | |
| 7 | COO |
Cooper Companies, Inc.
|
93 | $6,669 | |
| 8 | ALC |
Alcon Inc
|
85 | $5,703 |
All Filings in AVTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,088 | 413 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $956 | 122 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $524 | 42 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $511 | 38 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $518 | 32 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,413 | 162 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||