Bogart Wealth, LLC

Position in KR — Kroger Co

CIK 1715740 MCLEAN, VA

Position in KR

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

Position Value

$148,542

-$28,884 QoQ

Shares Held

2,675

+9.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,030

of 1,309 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Bogart Wealth, LLC holds $160,208 across 5 Grocery Stores names. KR ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KR	Kroger Co This page	2,675	$148,542
2	ACI	Albertsons Companies, Inc.	638	$8,632
3	SFM	Sprouts Farmers Market, Inc.	23	$1,945
4	NGVC	Natural Grocers by Vitamin Cottage, Inc.	20	$620
5	WMK	Weis Markets Inc	6	$469

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$148,542	2,675	+9.1%	Shares	Sole	2026-07-24
2026-03-31	$177,426	2,452	+0.3%	Shares	Sole	2026-04-28
2025-12-31	$152,701	2,444	-0.8%	Shares	Sole	2026-01-30
2025-09-30	$166,098	2,464	-0.5%	Shares	Sole	2025-10-27
2025-06-30	$177,603	2,476	+4.1%	Shares	Sole	2025-07-30
2025-03-31	$161,034	2,379	+0.4%	Shares	Sole	2025-05-02
2024-12-31	$144,925	2,370	+1.0%	Shares	Sole	2025-01-30
2024-09-30	$134,425	2,346	+0.0%	Shares	Sole	2024-10-23
2024-06-30	$117,085	2,345	+0.0%	Shares	Sole	2024-07-31
2024-03-31	$133,912	2,344	+1.1%	Shares	Sole	2024-04-25
2023-12-31	$106,001	2,319	0.0%	Shares	Sole	2024-02-07
2023-09-30	$103,775	2,319	0.0%	Shares	Sole	2023-10-30
2023-06-30	$108,993	2,319	0.0%	Shares	Sole	2023-07-31
2023-03-31	$114,489	2,319	0.0%	Shares	Sole	2023-04-21
2022-12-31	$103,381	2,319	0.0%	Shares	Sole	2023-02-06
2022-09-30	$101,456	2,319	-2.6%	Shares	Sole	2022-11-03
2022-06-30	$112,692	2,381	+2.7%	Shares	Sole	2022-07-22
2022-03-31	$133,041	2,319	0.0%	Shares	Sole	2022-04-22
2021-12-31	$104,957	2,319	0.0%	Shares	Sole	2022-01-19
2021-09-30	$93,757	2,319	+7.4%	Shares	Sole	2021-10-15
2021-06-30	$82,711	2,159	0.0%	Shares	Sole	2021-08-06
2021-03-31	$77,702	2,159	+8203.8%	Shares	Sole	2021-04-16
2020-12-31	$825	26	—	Shares	Sole	2021-01-14
No filing history on record for this holder in this stock.