Position in IEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$453
-$115 QoQ
Shares Held
2
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#669
of 677 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Bogart Wealth, LLC holds $32,480,537 across 36 Specialty Industrial Machinery names. IEX ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
77,083 | $11,034,431 | |
| 2 | GEV |
GE Vernova Inc.
|
5,898 | $6,929,324 | |
| 3 | AME |
Ametek Inc/
|
26,148 | $6,326,247 | |
| 4 | PH |
Parker-Hannifin Corp
|
6,202 | $6,066,300 | |
| 5 | ETN |
Eaton Corp plc
|
2,383 | $1,015,443 | |
| 6 | CMI |
Cummins Inc
|
907 | $646,881 | |
| 7 | RR |
Richtech Robotics Inc.
|
72,487 | $152,947 | |
| 8 | ITW |
Illinois Tool Works Inc
|
310 | $83,845 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453 | 2 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $568 | 3 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $533 | 3 | Shares | Sole | 2026-01-30 | |
| 2024-12-31 | $3,139 | 15 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,217 | 15 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||