Bogart Wealth, LLC

Position in HD — Home Depot, Inc.

CIK 1715740 MCLEAN, VA

Position in HD

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

Position Value

$8,682,628

+$1,004,691 QoQ

Shares Held

24,619

+5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#847

of 4,079 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Bogart Wealth, LLC holds $9,141,840 across 3 Home Improvement Retail names. HD ranks #1 (95.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	24,619	$8,682,628
2	LOW	Lowes Companies Inc	2,080	$458,619
3	FND	Floor & Decor Holdings, Inc.	10	$593

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,682,628	24,619	+5.5%	Shares	Sole	2026-07-24
2026-03-31	$7,677,937	23,345	-16.5%	Shares	Sole	2026-04-28
2025-12-31	$9,623,788	27,968	+4.3%	Shares	Sole	2026-01-30
2025-09-30	$10,867,600	26,821	+1.1%	Shares	Sole	2025-10-27
2025-06-30	$9,722,559	26,518	+19.0%	Shares	Sole	2025-07-30
2025-03-31	$8,169,062	22,290	+1.7%	Shares	Sole	2025-05-02
2024-12-31	$8,528,216	21,924	-10.5%	Shares	Sole	2025-01-30
2024-09-30	$9,929,426	24,505	-0.5%	Shares	Sole	2024-10-23
2024-06-30	$8,473,811	24,616	-4.5%	Shares	Sole	2024-07-31
2024-03-31	$9,892,276	25,788	+4.0%	Shares	Sole	2024-04-25
2023-12-31	$8,590,281	24,788	-0.6%	Shares	Sole	2024-02-07
2023-09-30	$7,535,266	24,938	+1.9%	Shares	Sole	2023-10-30
2023-06-30	$7,604,156	24,479	+7.2%	Shares	Sole	2023-07-31
2023-03-31	$6,739,360	22,836	+12.9%	Shares	Sole	2023-04-21
2022-12-31	$6,386,057	20,218	+16.0%	Shares	Sole	2023-02-06
2022-09-30	$4,810,462	17,433	+20.1%	Shares	Sole	2022-11-03
2022-06-30	$3,982,674	14,521	+19.6%	Shares	Sole	2022-07-22
2022-03-31	$3,633,566	12,139	+30.1%	Shares	Sole	2022-04-22
2021-12-31	$3,871,628	9,329	-6.0%	Shares	Sole	2022-01-19
2021-09-30	$3,256,995	9,922	+16.6%	Shares	Sole	2021-10-15
2021-06-30	$2,712,478	8,506	+15.0%	Shares	Sole	2021-08-06
2021-03-31	$2,257,018	7,394	+43.0%	Shares	Sole	2021-04-16
2020-12-31	$1,372,989	5,169	+8.0%	Shares	Sole	2021-01-14
2020-09-30	$1,329,397	4,787	+1.1%	Shares	Sole	2020-10-06
2020-06-30	$1,186,665	4,737	+6.2%	Shares	Sole	2020-07-08
2020-03-31	$832,539	4,459	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.