Position in PYPL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,558
-$11 QoQ
Shares Held
314
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,180
of 1,371 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Derivatives in PYPL
reported options exposure · as of Mar 31, 2026CallValue
$520,145
CallShares
11,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $32,647,236 across 19 Credit Services names. PYPL ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
52,693 | $18,078,441 | |
| 2 | MA |
Mastercard Inc
|
26,896 | $13,813,785 | |
| 3 | AXP |
American Express Co
|
737 | $249,290 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
11,084 | $198,736 | |
| 5 | COF |
Capital One Financial Corp
|
909 | $182,363 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
1,610 | $57,042 | |
| 7 | SYF |
Synchrony Financial
|
294 | $22,358 | |
| 8 | PYPL |
PayPal Holdings, Inc.
This page
|
314 | $13,558 |
All Filings in PYPL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,558 | 314 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,569 | 300 | Shares | Sole | 2026-04-28 | |
| 2026-03-31 | $520,145 | 11,500 | Call | Sole | 2026-04-28 | |
| 2025-12-31 | $14,828 | 254 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $31,920 | 476 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $33,889 | 456 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $27,078 | 415 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $39,175 | 459 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $29,495 | 378 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $22,283 | 384 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $30,614 | 457 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $23,581 | 384 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $22,740 | 389 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $25,957 | 389 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $42,146 | 555 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $31,408 | 441 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $37,956 | 441 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $42,113 | 603 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $65,457 | 566 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $149,166 | 791 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $199,060 | 765 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $189,462 | 650 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $36,426 | 150 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $7,494 | 32 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,379 | 7 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,219 | 7 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $670 | 7 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||