Position in RTO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$171
-$1,888 QoQ
Shares Held
6
-91.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#279
of 284 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Bogart Wealth, LLC holds $131,152 across 12 Specialty Business Services names. RTO ranks #12 (0.1% of the industry book) .
All Filings in RTO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171 | 6 | Shares | Sole | 2026-07-24 | |
| 2023-12-31 | $2,059 | 72 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,667 | 72 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,808 | 72 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,628 | 72 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||