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Bogart Wealth, LLC

Position in UVV — Universal Corp /Va/

CIK 1715740 MCLEAN, VA

Position in UVV

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$15,651
-$159 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#191
of 232 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UVV Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

Bogart Wealth, LLC holds $18,443,813 across 4 Tobacco names. UVV ranks #4 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 UVV
Universal Corp /Va/
This page
300 $15,651

All Filings in UVV

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,651 300
2026-03-31 $15,810 300
2025-12-31 $15,825 300
2025-09-30 $16,761 300
2025-06-30 $17,472 300
2025-03-31 $16,815 300
2024-12-31 $16,452 300
2024-09-30 $15,933 300
2024-06-30 $14,457 300
2024-03-31 $15,516 300
2023-12-31 $20,196 300
2023-09-30 $14,163 300
2023-06-30 $14,982 300
2023-03-31 $15,867 300
2022-12-31 $15,843 300
2022-09-30 $13,812 300
2022-06-30 $18,150 300