Position in MDB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,359
+$1,646 QoQ
Shares Held
10
+42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#821
of 867 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bogart Wealth, LLC holds $63,488,076 across 47 Software - Infrastructure names. MDB ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
89,434 | $33,360,670 | |
| 2 | PANW |
Palo Alto Networks Inc
|
54,397 | $18,550,464 | |
| 3 | SNPS |
Synopsys Inc
|
18,628 | $8,309,391 | |
| 4 | ORCL |
Oracle Corp
|
12,002 | $1,758,893 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,645 | $541,932 | |
| 6 | VRSN |
Verisign Inc/Ca
|
713 | $179,362 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,572 | $170,371 | |
| 8 | TOST |
Toast, Inc.
|
2,676 | $74,446 |
All Filings in MDB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,359 | 10 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,713 | 7 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,036 | 12 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,793 | 9 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,129 | 53 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,578 | 9 | Shares | Sole | 2025-05-02 | |
| 2024-03-31 | $10,759 | 30 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||