Position in OLP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$59,633
+$7,228 QoQ
Shares Held
2,442
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 24 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OLP Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Bogart Wealth, LLC holds $9,062,456 across 5 REIT - Diversified names. OLP ranks #2 (0.7% of the industry book) .
All Filings in OLP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,633 | 2,442 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $52,405 | 2,442 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $49,548 | 2,442 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $54,017 | 2,442 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $58,266 | 2,442 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $64,151 | 2,442 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $66,520 | 2,442 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $67,252 | 2,442 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $57,338 | 2,442 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $55,164 | 2,442 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $53,504 | 2,442 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $46,080 | 2,442 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $49,621 | 2,442 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $55,995 | 2,442 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $54,261 | 2,442 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $51,330 | 2,442 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $63,443 | 2,442 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $75,189 | 2,442 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||