Bogart Wealth, LLC

Position in TOST — Toast, Inc.

CIK 1715740 MCLEAN, VA

Position in TOST

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

Position Value

$74,446

+$1,809 QoQ

Shares Held

2,676

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#605

of 767 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Bogart Wealth, LLC holds $63,488,076 across 47 Software - Infrastructure names. TOST ranks #8 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	89,434	$33,360,670
2	PANW	Palo Alto Networks Inc	54,397	$18,550,464
3	SNPS	Synopsys Inc	18,628	$8,309,391
4	ORCL	Oracle Corp	12,002	$1,758,893
5	PLTR	Palantir Technologies Inc.	4,645	$541,932
6	VRSN	Verisign Inc/Ca	713	$179,362
7	CRWD	CrowdStrike Holdings, Inc.	3,572	$170,371
8	TOST	Toast, Inc. This page	2,676	$74,446

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,446	2,676	-2.3%	Shares	Sole	2026-07-24
2026-03-31	$72,637	2,740	+5.2%	Shares	Sole	2026-04-28
2025-12-31	$92,503	2,605	+0.1%	Shares	Sole	2026-01-30
2025-09-30	$94,999	2,602	+0.5%	Shares	Sole	2025-10-27
2025-06-30	$114,666	2,589	+0.6%	Shares	Sole	2025-07-30
2025-03-31	$85,346	2,573	-0.5%	Shares	Sole	2025-05-02
2024-12-31	$94,296	2,587	+0.5%	Shares	Sole	2025-01-30
2024-09-30	$72,841	2,573	-36.8%	Shares	Sole	2024-10-23
2024-06-30	$104,961	4,073	+0.7%	Shares	Sole	2024-07-31
2024-03-31	$100,751	4,043	0.0%	Shares	Sole	2024-04-25
2023-12-31	$73,825	4,043	0.0%	Shares	Sole	2024-02-07
2023-09-30	$75,725	4,043	+11.0%	Shares	Sole	2023-10-30
2023-06-30	$82,222	3,643	+18115.0%	Shares	Sole	2023-07-31
2022-09-30	$334	20	—	Shares	Sole	2022-11-03
No filing history on record for this holder in this stock.