Position in IBKR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,352
+$2,005 QoQ
Shares Held
50
+42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,043
of 1,105 holders
Holding Since
Sep 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $7,241,110 across 25 Capital Markets names. IBKR ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
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 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,352 | 50 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,347 | 35 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,607 | 25 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,201 | 32 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,329 | 24 | Shares | Sole | 2025-07-30 | |
| 2022-09-30 | $7,094 | 111 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||