Position in NICE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$90
-$8,953 QoQ
Shares Held
1
-98.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 322 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bogart Wealth, LLC holds $23,002,887 across 57 Software - Application names. NICE ranks #54 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
65,143 | $7,438,027 | |
| 2 | UBER |
Uber Technologies, Inc
|
101,294 | $7,309,375 | |
| 3 | ADP |
Automatic Data Processing Inc
|
27,725 | $6,209,013 | |
| 4 | ROP |
Roper Technologies Inc
|
2,244 | $759,347 | |
| 5 | ADBE |
Adobe Inc.
|
1,694 | $347,303 | |
| 6 | CRM |
Salesforce, Inc.
|
1,335 | $209,141 | |
| 7 | NOW |
ServiceNow, Inc.
|
1,085 | $107,718 | |
| 8 | ADSK |
Autodesk, Inc.
|
421 | $81,850 |
All Filings in NICE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90 | 1 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $9,043 | 80 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $11,582 | 80 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,512 | 80 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $17,729 | 115 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,967,328 | 35,135 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,757,160 | 33,150 | Shares | Sole | 2024-10-23 | |
| 2023-03-31 | $1,144 | 5 | Shares | Sole | 2023-04-21 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||