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Bogart Wealth, LLC

Position in SHLS — Shoals Technologies Group, Inc.

CIK 1715740 MCLEAN, VA

Position in SHLS

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$13,622
+$4,568 QoQ
Shares Held
1,376
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 42 holders
Holding Since
Sep 2022
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SHLS Over Time

Shares Held

Position Value (USD)

Position in Solar

Technology · as of Jun 30, 2026

Bogart Wealth, LLC holds $60,990 across 9 Solar names. SHLS ranks #2 (22.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SHLS
Shoals Technologies Group, Inc.
This page
1,376 $13,622

All Filings in SHLS

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,622 1,376
2026-03-31 $9,054 1,376
2025-12-31 $11,696 1,376
2025-09-30 $10,196 1,376
2025-06-30 $5,848 1,376
2025-03-31 $4,568 1,376
2024-12-31 $7,609 1,376
2024-09-30 $7,719 1,376
2024-06-30 $8,586 1,376
2022-09-30 $646 30