Bogart Wealth, LLC

Position in SLF — Sun Life Financial Inc

CIK 1715740 MCLEAN, VA

Position in SLF

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

Position Value

$313

+$63 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#489

of 492 holders

Holding Since

Dec 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $1,043,519 across 5 Insurance - Diversified names. SLF ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	2,004	$1,002,781
2	HIG	Hartford Insurance Group, Inc.	135	$17,890
3	AIG	American International Group, Inc.	206	$15,353
4	ACGL	Arch Capital Group Ltd.	74	$7,182
5	SLF	Sun Life Financial Inc This page	4	$313

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313	4	0.0%	Shares	Sole	2026-07-24
2026-03-31	$250	4	-95.5%	Shares	Sole	2026-04-28
2024-12-31	$5,281	89	0.0%	Shares	Sole	2025-01-30
2024-09-30	$5,163	89	—	Shares	Sole	2024-10-23
2020-12-31	$0	0	—	Shares	Sole	2021-01-14
No filing history on record for this holder in this stock.