Bogart Wealth, LLC

Position in BHF — Brighthouse Financial, Inc.

CIK 1715740 MCLEAN, VA

Position in BHF

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$7,152

+$386 QoQ

Shares Held

113

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#297

of 468 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $498,312 across 13 Insurance - Life names. BHF ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	3,111	$335,770
2	MET	Metlife Inc	933	$78,941
3	AFL	Aflac Inc	439	$51,472
4	BHF	Brighthouse Financial, Inc. This page	113	$7,152
5	PRI	Primerica, Inc.	25	$7,105
6	LNC	Lincoln National Corp	178	$6,292
7	UNM	Unum Group	36	$3,218
8	GL	Globe Life Inc.	17	$3,037

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,152	113	0.0%	Shares	Sole	2026-07-24
2026-03-31	$6,766	113	0.0%	Shares	Sole	2026-04-28
2025-12-31	$7,321	113	-99.9%	Shares	Sole	2026-01-30
2025-09-30	$217,574	212,366	+2.7%	Shares	Sole	2025-10-27
2025-06-30	$212,037	206,760	+0.9%	Shares	Sole	2025-07-30
2025-03-31	$210,639	204,940	-2.6%	Shares	Sole	2025-05-02
2024-12-31	$215,033	210,329	-1.8%	Shares	Sole	2025-01-30
2024-09-30	$218,625	214,222	+2.8%	Shares	Sole	2024-10-23
2024-06-30	$212,557	208,323	+0.2%	Shares	Sole	2024-07-31
2024-03-31	$212,878	207,824	+3.6%	Shares	Sole	2024-04-25
2023-12-31	$205,768	200,576	+4.4%	Shares	Sole	2024-02-07
2023-09-30	$197,099	192,209	-0.6%	Shares	Sole	2023-10-30
2023-06-30	$198,138	193,410	+4.9%	Shares	Sole	2023-07-31
2023-03-31	$188,836	184,439	-0.3%	Shares	Sole	2023-04-21
2022-12-31	$190,342	184,963	+0.5%	Shares	Sole	2023-02-06
2022-09-30	$189,000	184,009	+1.4%	Shares	Sole	2022-11-03
2022-06-30	$186,000	181,423	+147398.4%	Shares	Sole	2022-07-22
2022-03-31	$6,354	123	0.0%	Shares	Sole	2022-04-22
2021-12-31	$6,371	123	0.0%	Shares	Sole	2022-01-19
2021-09-30	$5,563	123	+1.7%	Shares	Sole	2021-10-15
2021-06-30	$5,510	121	-25.3%	Shares	Sole	2021-08-06
2021-03-31	$7,168	162	-3.0%	Shares	Sole	2021-04-16
2020-12-31	$6,046	167	0.0%	Shares	Sole	2021-01-14
2020-09-30	$4,493	167	0.0%	Shares	Sole	2020-10-06
2020-06-30	$4,645	167	+149.3%	Shares	Sole	2020-07-08
2020-03-31	$1,619	67	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.