Bogart Wealth, LLC

Position in PRU — Prudential Financial Inc

CIK 1715740 MCLEAN, VA

Position in PRU

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

Position Value

$335,770

+$61,066 QoQ

Shares Held

3,111

+10.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#825

of 1,403 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $498,312 across 13 Insurance - Life names. PRU ranks #1 (67.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	3,111	$335,770
2	MET	Metlife Inc	933	$78,941
3	AFL	Aflac Inc	439	$51,472
4	BHF	Brighthouse Financial, Inc.	113	$7,152
5	PRI	Primerica, Inc.	25	$7,105
6	LNC	Lincoln National Corp	178	$6,292
7	UNM	Unum Group	36	$3,218
8	GL	Globe Life Inc.	17	$3,037

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,770	3,111	+10.6%	Shares	Sole	2026-07-24
2026-03-31	$274,704	2,812	-97.4%	Shares	Sole	2026-04-28
2025-12-31	$12,014,269	106,434	+2.7%	Shares	Sole	2026-01-30
2025-09-30	$10,751,406	103,638	-0.8%	Shares	Sole	2025-10-27
2025-06-30	$11,226,513	104,491	+4.0%	Shares	Sole	2025-07-30
2025-03-31	$11,215,910	100,429	+67.9%	Shares	Sole	2025-05-02
2024-12-31	$7,089,990	59,816	-0.2%	Shares	Sole	2025-01-30
2024-09-30	$7,256,190	59,919	-0.6%	Shares	Sole	2024-10-23
2024-06-30	$7,060,931	60,252	-0.7%	Shares	Sole	2024-07-31
2024-03-31	$7,121,836	60,663	+0.1%	Shares	Sole	2024-04-25
2023-12-31	$6,284,411	60,596	-2.0%	Shares	Sole	2024-02-07
2023-09-30	$5,864,391	61,802	-0.9%	Shares	Sole	2023-10-30
2023-06-30	$5,500,605	62,351	+2.1%	Shares	Sole	2023-07-31
2023-03-31	$5,052,435	61,064	+9.7%	Shares	Sole	2023-04-21
2022-12-31	$5,536,540	55,666	+5.5%	Shares	Sole	2023-02-06
2022-09-30	$4,526,439	52,768	+19.0%	Shares	Sole	2022-11-03
2022-06-30	$4,242,164	44,337	+21.4%	Shares	Sole	2022-07-22
2022-03-31	$4,314,268	36,509	+13.6%	Shares	Sole	2022-04-22
2021-12-31	$3,478,400	32,136	+2128.6%	Shares	Sole	2022-01-19
2021-09-30	$151,698	1,442	+1.7%	Shares	Sole	2021-10-15
2021-06-30	$145,302	1,418	0.0%	Shares	Sole	2021-08-06
2021-03-31	$129,179	1,418	+3.3%	Shares	Sole	2021-04-16
2020-12-31	$107,190	1,373	0.0%	Shares	Sole	2021-01-14
2020-09-30	$87,212	1,373	0.0%	Shares	Sole	2020-10-06
2020-06-30	$83,615	1,373	+192.1%	Shares	Sole	2020-07-08
2020-03-31	$24,505	470	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.