Bogart Wealth, LLC

Position in LDI — loanDepot, Inc.

CIK 1715740 MCLEAN, VA

Position in LDI

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

Position Value

$703

New position

Shares Held

563

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#118

of 128 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $4,909 across 4 Mortgage Finance names. LDI ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UWMC	UWM Holdings Corp	1,590	$3,641
2	LDI	loanDepot, Inc. This page	563	$703
3	RKT	Rocket Companies, Inc.	29	$456
4	WD	Walker & Dunlop, Inc.	2	$109

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703	563	—	Shares	Sole	2026-07-24
No filing history on record for this holder in this stock.