Position in WD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$109
+$21 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 266 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $4,909 across 4 Mortgage Finance names. WD ranks #4 (2.2% of the industry book) .
All Filings in WD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109 | 2 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $88 | 2 | Shares | Sole | 2026-04-28 | |
| 2024-03-31 | $14,956 | 148 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||