Position in VOYA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,629
+$605 QoQ
Shares Held
18
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#480
of 513 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VOYA Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $2,770 across 2 Financial Conglomerates names. VOYA ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
This page
|
18 | $1,629 | |
| 2 | IX |
Orix Corp
|
30 | $1,141 |
All Filings in VOYA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,629 | 18 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,024 | 15 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $521 | 7 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $523 | 7 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||