Position in PIPR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,148
-$1,348 QoQ
Shares Held
320
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 415 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $7,241,110 across 25 Capital Markets names. PIPR ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,591 | $6,665,939 | |
| 2 | MS |
Morgan Stanley
|
1,055 | $220,537 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
1,929 | $193,440 | |
| 4 | IREN |
IREN Ltd
|
1,008 | $46,095 | |
| 5 | SCHW |
Schwab Charles Corp
|
359 | $33,124 | |
| 6 | PIPR |
Piper Sandler Companies
This page
|
320 | $23,148 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
727 | $19,876 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
68 | $9,120 |
All Filings in PIPR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,148 | 320 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $24,496 | 320 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $27,176 | 80 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $27,759 | 80 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $22,235 | 80 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $19,812 | 80 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $23,996 | 80 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $22,704 | 80 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $18,413 | 80 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,879 | 80 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $13,989 | 80 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $11,624 | 80 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $10,340 | 80 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,088 | 80 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $10,415 | 80 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||