Position in JEF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$499
-$58 QoQ
Shares Held
10
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#565
of 581 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF 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. JEF ranks #20 (0.0% 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 JEF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499 | 10 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $557 | 9 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $523 | 8 | Shares | Sole | 2025-10-27 | |
| 2023-03-31 | $1,618 | 51 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $110,141 | 3,213 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $94,754 | 3,212 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,381 | 50 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,609 | 49 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,901 | 49 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,819 | 49 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,641 | 48 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,444 | 48 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||