Position in TONX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$247
+$48 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 40 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TONX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Bogart Wealth, LLC holds $36,818,943 across 55 Software - Application names. TONX ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
43,021 | $8,741,006 | |
| 2 | SHOP |
Shopify Inc.
|
61,784 | $7,328,818 | |
| 3 | UBER |
Uber Technologies, Inc
|
98,047 | $7,052,520 | |
| 4 | ADSK |
Autodesk, Inc.
|
27,321 | $6,540,647 | |
| 5 | INTU |
Intuit Inc.
|
12,026 | $5,199,801 | |
| 6 | ROP |
Roper Technologies Inc
|
2,233 | $790,169 | |
| 7 | ADBE |
Adobe Inc.
|
1,689 | $410,562 | |
| 8 | CRM |
Salesforce, Inc.
|
1,096 | $204,590 |
All Filings in TONX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247 | 100 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $199 | 100 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $704 | 100 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||