Position in TRU
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,107
New position
Shares Held
16
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $30,792,849 across 9 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
74,416 | $16,433,285 | |
| 2 | SPGI |
S&P Global Inc.
|
38,781 | $14,136,583 | |
| 3 | COIN |
Coinbase Global, Inc.
|
636 | $92,976 | |
| 4 | MCO |
Moodys Corp /De/
|
69 | $31,251 | |
| 5 | MSCI |
MSCI Inc.
|
48 | $26,881 | |
| 6 | FDS |
Factset Research Systems Inc
|
107 | $24,618 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
258 | $20,335 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
128 | $15,758 |
All Filings in TRU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,107 | 16 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||