Position in U
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,001
+$2,729 QoQ
Shares Held
140
+141.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#462
of 558 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bogart Wealth, LLC holds $23,002,887 across 57 Software - Application names. U ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
65,143 | $7,438,027 | |
| 2 | UBER |
Uber Technologies, Inc
|
101,294 | $7,309,375 | |
| 3 | ADP |
Automatic Data Processing Inc
|
27,725 | $6,209,013 | |
| 4 | ROP |
Roper Technologies Inc
|
2,244 | $759,347 | |
| 5 | ADBE |
Adobe Inc.
|
1,694 | $347,303 | |
| 6 | CRM |
Salesforce, Inc.
|
1,335 | $209,141 | |
| 7 | NOW |
ServiceNow, Inc.
|
1,085 | $107,718 | |
| 8 | ADSK |
Autodesk, Inc.
|
421 | $81,850 |
All Filings in U
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,001 | 140 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,272 | 58 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,959 | 67 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,682 | 67 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,258 | 52 | Shares | Sole | 2025-07-30 | |
| 2024-03-31 | $2,670 | 100 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,089 | 100 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,098 | 35 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $1,654 | 51 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $142 | 5 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $625 | 17 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||