Position in DAVA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$13
-$1,935 QoQ
Shares Held
3
-89.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Bogart Wealth, LLC holds $53,546,062 across 42 Software - Infrastructure names. DAVA ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
73,118 | $27,066,090 | |
| 2 | PANW |
Palo Alto Networks Inc
|
101,663 | $16,298,612 | |
| 3 | SNPS |
Synopsys Inc
|
18,486 | $7,329,329 | |
| 4 | ORCL |
Oracle Corp
|
11,790 | $1,734,426 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,738 | $693,074 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
900 | $87,842 | |
| 7 | CRWV |
CoreWeave, Inc.
|
941 | $72,899 | |
| 8 | TOST |
Toast, Inc.
|
2,740 | $72,637 |
All Filings in DAVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13 | 3 | Shares | Sole | 2026-04-28 | |
| 2023-03-31 | $1,948 | 29 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||