Position in KLAR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$728
+$218 QoQ
Shares Held
36
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#206
of 212 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAR Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $32,647,236 across 19 Credit Services names. KLAR ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
52,693 | $18,078,441 | |
| 2 | MA |
Mastercard Inc
|
26,896 | $13,813,785 | |
| 3 | AXP |
American Express Co
|
737 | $249,290 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
11,084 | $198,736 | |
| 5 | COF |
Capital One Financial Corp
|
909 | $182,363 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
1,610 | $57,042 | |
| 7 | SYF |
Synchrony Financial
|
294 | $22,358 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
314 | $13,558 |
All Filings in KLAR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728 | 36 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $510 | 39 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||