Bogart Wealth, LLC

Position in GWRS — Global Water Resources, Inc.

CIK 1715740 MCLEAN, VA

Position in GWRS

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

Position Value

$362

-$17 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#98

of 108 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $13,202 across 4 Utilities - Regulated Water names. GWRS ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	75	$9,868
2	WTRG	Essential Utilities, Inc.	64	$2,451
3	YORW	York Water Co	17	$521
4	GWRS	Global Water Resources, Inc. This page	50	$362

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362	50	0.0%	Shares	Sole	2026-07-24
2026-03-31	$379	50	0.0%	Shares	Sole	2026-04-28
2025-12-31	$422	50	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.