Position in BIO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,697
+$2,746 QoQ
Shares Held
16
+128.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#342
of 397 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIO Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Bogart Wealth, LLC holds $21,148,221 across 25 Medical Devices names. BIO ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
182,584 | $14,283,546 | |
| 2 | SYK |
Stryker Corp
|
20,919 | $6,586,137 | |
| 3 | ABT |
Abbott Laboratories
|
1,951 | $177,033 | |
| 4 | PODD |
Insulet Corp
|
159 | $24,207 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
169 | $14,549 | |
| 6 | EW |
Edwards Lifesciences Corp
|
160 | $14,473 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
215 | $13,762 | |
| 8 | BSX |
Boston Scientific Corp
|
181 | $7,725 |
All Filings in BIO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,697 | 16 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,951 | 7 | Shares | Sole | 2026-04-28 | |
| 2023-06-30 | $5,307 | 14 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,706 | 14 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,886 | 14 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,839 | 14 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,930 | 14 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,321 | 13 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||