Bogart Wealth, LLC

Position in KEX — Kirby Corp

CIK 1715740 MCLEAN, VA

Position in KEX

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

Position Value

$43,782

-$998 QoQ

Shares Held

322

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#378

of 464 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Bogart Wealth, LLC holds $43,938 across 2 Marine Shipping names. KEX ranks #1 (99.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	KEX	Kirby Corp This page	322	$43,782
2	ZIM	ZIM Integrated Shipping Services Ltd.	6	$156

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,782	322	-4.5%	Shares	Sole	2026-07-24
2026-03-31	$44,780	337	+7.7%	Shares	Sole	2026-04-28
2025-12-31	$34,486	313	+3.6%	Shares	Sole	2026-01-30
2025-09-30	$25,201	302	+6.0%	Shares	Sole	2025-10-27
2025-06-30	$32,321	285	+5.2%	Shares	Sole	2025-07-30
2025-03-31	$27,373	271	-4.6%	Shares	Sole	2025-05-02
2024-12-31	$30,047	284	+13.6%	Shares	Sole	2025-01-30
2024-09-30	$30,607	250	0.0%	Shares	Sole	2024-10-23
2024-06-30	$29,932	250	0.0%	Shares	Sole	2024-07-31
2024-03-31	$23,830	250	0.0%	Shares	Sole	2024-04-25
2023-12-31	$19,620	250	0.0%	Shares	Sole	2024-02-07
2023-09-30	$20,700	250	0.0%	Shares	Sole	2023-10-30
2023-06-30	$19,237	250	0.0%	Shares	Sole	2023-07-31
2023-03-31	$17,425	250	0.0%	Shares	Sole	2023-04-21
2022-12-31	$16,087	250	0.0%	Shares	Sole	2023-02-06
2022-09-30	$15,192	250	0.0%	Shares	Sole	2022-11-03
2022-06-30	$15,210	250	0.0%	Shares	Sole	2022-07-22
2022-03-31	$18,047	250	0.0%	Shares	Sole	2022-04-22
2021-12-31	$14,855	250	0.0%	Shares	Sole	2022-01-19
2021-09-30	$11,990	250	0.0%	Shares	Sole	2021-10-15
2021-06-30	$15,160	250	0.0%	Shares	Sole	2021-08-06
2021-03-31	$15,070	250	—	Shares	Sole	2021-04-16
No filing history on record for this holder in this stock.