Bogart Wealth, LLC

Position in V — Visa Inc.

CIK 1715740 MCLEAN, VA

Position in V

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

Position Value

$18,078,441

+$2,556,604 QoQ

Shares Held

52,693

+2.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#953

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $32,647,236 across 19 Credit Services names. V ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	52,693	$18,078,441
2	MA	Mastercard Inc	26,896	$13,813,785
3	AXP	American Express Co	737	$249,290
4	SOFI	SoFi Technologies, Inc.	11,084	$198,736
5	COF	Capital One Financial Corp	909	$182,363
6	UPST	Upstart Holdings, Inc.	1,610	$57,042
7	SYF	Synchrony Financial	294	$22,358
8	PYPL	PayPal Holdings, Inc.	314	$13,558

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,078,441	52,693	+2.6%	Shares	Sole	2026-07-24
2026-03-31	$15,521,837	51,356	-23.2%	Shares	Sole	2026-04-28
2025-12-31	$23,450,224	66,865	+16.7%	Shares	Sole	2026-01-30
2025-09-30	$19,561,756	57,302	+2.5%	Shares	Sole	2025-10-27
2025-06-30	$19,841,969	55,885	+2.2%	Shares	Sole	2025-07-30
2025-03-31	$19,157,194	54,663	-8.1%	Shares	Sole	2025-05-02
2024-12-31	$18,788,578	59,450	+2.8%	Shares	Sole	2025-01-30
2024-09-30	$15,906,132	57,851	+2.1%	Shares	Sole	2024-10-23
2024-06-30	$14,870,237	56,655	+0.0%	Shares	Sole	2024-07-31
2024-03-31	$15,808,486	56,645	-5.3%	Shares	Sole	2024-04-25
2023-12-31	$15,571,012	59,808	+3.3%	Shares	Sole	2024-02-07
2023-09-30	$13,323,099	57,924	+1.6%	Shares	Sole	2023-10-30
2023-06-30	$13,533,035	56,986	+3.0%	Shares	Sole	2023-07-31
2023-03-31	$12,475,829	55,335	+4.7%	Shares	Sole	2023-04-21
2022-12-31	$10,977,830	52,839	+13.5%	Shares	Sole	2023-02-06
2022-09-30	$8,269,607	46,550	+14.9%	Shares	Sole	2022-11-03
2022-06-30	$7,979,361	40,527	+14.0%	Shares	Sole	2022-07-22
2022-03-31	$7,887,028	35,564	+12.6%	Shares	Sole	2022-04-22
2021-12-31	$6,844,135	31,582	+5.8%	Shares	Sole	2022-01-19
2021-09-30	$6,649,087	29,850	+22.4%	Shares	Sole	2021-10-15
2021-06-30	$5,700,999	24,382	+22.4%	Shares	Sole	2021-08-06
2021-03-31	$4,219,355	19,928	+41.0%	Shares	Sole	2021-04-16
2020-12-31	$3,091,748	14,135	+20.4%	Shares	Sole	2021-01-14
2020-09-30	$2,347,047	11,737	+13.5%	Shares	Sole	2020-10-06
2020-06-30	$1,997,957	10,343	+17.2%	Shares	Sole	2020-07-08
2020-03-31	$1,422,045	8,826	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.