Position in SRFM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$83
-$58 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRFM Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Bogart Wealth, LLC holds $264,692 across 9 Airlines names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAL |
American Airlines Group Inc.
|
4,071 | $73,562 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
465 | $63,235 | |
| 3 | DAL |
Delta Air Lines, Inc.
|
501 | $46,923 | |
| 4 | LUV |
Southwest Airlines Co
|
752 | $38,667 | |
| 5 | ALGT |
Allegiant Travel CO
|
206 | $24,225 | |
| 6 | SKYW |
Skywest Inc
|
100 | $9,933 | |
| 7 | ULCC |
Frontier Group Holdings, Inc.
|
786 | $6,217 | |
| 8 | JBLU |
Jetblue Airways Corp
|
173 | $991 |
All Filings in SRFM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83 | 73 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $141 | 73 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||