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Bogart Wealth, LLC

Position in IPO — Renaissance IPO ETF

CIK 1715740 MCLEAN, VA

Position in IPO

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$167
+$76 QoQ
Shares Held
4
+100.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2022
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IPO Over Time

Shares Held

Position Value (USD)

All Filings in IPO

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $167 4
2025-12-31 $91 2
2025-09-30 $99 2
2025-06-30 $89 2
2025-03-31 $75 2
2024-12-31 $87 2
2022-09-30 $1,136 40