Bogart Wealth, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1715740 MCLEAN, VA

Position in GS

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

Position Value

$6,665,939

+$6,308,932 QoQ

Shares Held

6,591

+1461.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#821

of 3,113 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 $7,241,110 across 25 Capital Markets names. GS ranks #1 (92.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	6,591	$6,665,939
2	MS	Morgan Stanley	1,055	$220,537
3	HOOD	Robinhood Markets, Inc.	1,929	$193,440
4	IREN	IREN Ltd	1,008	$46,095
5	SCHW	Schwab Charles Corp	359	$33,124
6	PIPR	Piper Sandler Companies	320	$23,148
7	GLXY	Galaxy Digital Inc.	727	$19,876
8	HLI	Houlihan Lokey, Inc.	68	$9,120

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,665,939	6,591	+1461.8%	Shares	Sole	2026-07-24
2026-03-31	$357,007	422	-96.2%	Shares	Sole	2026-04-28
2025-12-31	$9,715,587	11,053	-1.8%	Shares	Sole	2026-01-30
2025-09-30	$8,964,511	11,257	+1.0%	Shares	Sole	2025-10-27
2025-06-30	$7,889,997	11,148	-17.3%	Shares	Sole	2025-07-30
2025-03-31	$7,362,896	13,478	+1.1%	Shares	Sole	2025-05-02
2024-12-31	$7,631,306	13,327	-1.1%	Shares	Sole	2025-01-30
2024-09-30	$6,675,073	13,482	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$6,067,420	13,414	+2.1%	Shares	Sole	2024-07-31
2024-03-31	$5,489,699	13,143	+4.8%	Shares	Sole	2024-04-25
2023-12-31	$4,839,098	12,544	+7.5%	Shares	Sole	2024-02-07
2023-09-30	$3,775,091	11,667	+17.7%	Shares	Sole	2023-10-30
2023-06-30	$3,196,048	9,909	+3.7%	Shares	Sole	2023-07-31
2023-03-31	$3,127,171	9,560	+4.0%	Shares	Sole	2023-04-21
2022-12-31	$3,155,318	9,189	+7.1%	Shares	Sole	2023-02-06
2022-09-30	$2,513,782	8,578	-9.5%	Shares	Sole	2022-11-03
2022-06-30	$2,816,343	9,482	+10.1%	Shares	Sole	2022-07-22
2022-03-31	$2,842,491	8,611	+7.8%	Shares	Sole	2022-04-22
2021-12-31	$3,055,426	7,987	+17.7%	Shares	Sole	2022-01-19
2021-09-30	$2,566,067	6,788	+17.4%	Shares	Sole	2021-10-15
2021-06-30	$2,194,442	5,782	+11.7%	Shares	Sole	2021-08-06
2021-03-31	$1,692,552	5,176	+27.4%	Shares	Sole	2021-04-16
2020-12-31	$1,071,453	4,063	+25.9%	Shares	Sole	2021-01-14
2020-09-30	$648,329	3,226	+24.5%	Shares	Sole	2020-10-06
2020-06-30	$512,231	2,592	+29.0%	Shares	Sole	2020-07-08
2020-03-31	$310,725	2,010	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.