Position in TAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$290
+$15 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#176
of 177 holders
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Bogart Wealth, LLC holds $333,532 across 6 Utilities - Independent Power Producers names. TAC ranks #6 (0.1% of the industry book) .
All Filings in TAC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290 | 21 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $275 | 21 | Shares | Sole | 2026-04-28 | |
| 2023-09-30 | $870 | 100 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||