Bogart Wealth, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1715740 MCLEAN, VA

Position in RKT

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

Position Value

$456

+$428 QoQ

Shares Held

+1350.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#759

of 787 holders

Holding Since

Dec 2021

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $4,909 across 4 Mortgage Finance names. RKT ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UWMC	UWM Holdings Corp	1,590	$3,641
2	LDI	loanDepot, Inc.	563	$703
3	RKT	Rocket Companies, Inc. This page	29	$456
4	WD	Walker & Dunlop, Inc.	2	$109

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456	29	+1350.0%	Shares	Sole	2026-07-24
2026-03-31	$28	2	0.0%	Shares	Sole	2026-04-28
2025-12-31	$38	2	0.0%	Shares	Sole	2026-01-30
2025-09-30	$38	2	-93.3%	Shares	Sole	2025-10-27
2021-12-31	$420	30	—	Shares	Sole	2022-01-19
No filing history on record for this holder in this stock.