Bogart Wealth, LLC

Position in PAA — Plains All American Pipeline LP

CIK 1715740 MCLEAN, VA

Position in PAA

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

Position Value

$22,260

-$22,902 QoQ

Shares Held

1,000

-76.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#376

of 419 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Bogart Wealth, LLC holds $27,028,016 across 18 Oil & Gas Midstream names. PAA ranks #13 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	446,079	$14,261,145
2	WMB	Williams Companies, Inc.	133,127	$9,896,661
3	EPD	Enterprise Products Partners L.P.	28,917	$1,062,988
4	MPLX	Mplx LP	8,748	$492,774
5	ENB	Enbridge Inc	8,904	$482,685
6	ET	Energy Transfer LP	19,935	$381,157
7	VG	Venture Global, Inc.	8,728	$97,142
8	TRP	Tc Energy Corp	1,308	$86,707

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,260	1,000	-76.7%	Shares	Sole	2026-07-24
2022-09-30	$45,162	4,293	-4.3%	Shares	Sole	2022-11-03
2022-06-30	$44,062	4,487	+1.9%	Shares	Sole	2022-07-22
2022-03-31	$47,376	4,403	+8.5%	Shares	Sole	2022-04-22
2021-12-31	$37,911	4,059	+134.1%	Shares	Sole	2022-01-19
2021-09-30	$17,634	1,734	+0.6%	Shares	Sole	2021-10-15
2021-06-30	$19,584	1,724	+1.7%	Shares	Sole	2021-08-06
2021-03-31	$15,424	1,695	+2.0%	Shares	Sole	2021-04-16
2020-12-31	$13,686	1,661	0.0%	Shares	Sole	2021-01-14
2020-09-30	$9,932	1,661	-64.4%	Shares	Sole	2020-10-06
2020-06-30	$41,203	4,661	-30.0%	Shares	Sole	2020-07-08
2020-03-31	$35,170	6,661	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.