Position in TRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,551
-$158 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#395
of 412 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Bogart Wealth, LLC holds $131,152 across 12 Specialty Business Services names. TRI ranks #10 (1.2% of the industry book) .
All Filings in TRI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,551 | 19 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,709 | 19 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,505 | 19 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,951 | 19 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,821 | 19 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,282 | 19 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,047 | 19 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,241 | 19 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,202 | 19 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,960 | 19 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,778 | 19 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,259 | 43 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,563 | 19 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,602 | 20 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||