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Bogart Wealth, LLC

Position in WDFC — Wd 40 Co

CIK 1715740 MCLEAN, VA

Position in WDFC

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$3,898
+$635 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#344
of 383 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WDFC Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

Bogart Wealth, LLC holds $526,794 across 24 Specialty Chemicals names. WDFC ranks #14 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,898 16
2026-03-31 $3,263 16
2025-12-31 $3,150 16
2025-09-30 $3,161 16
2025-06-30 $3,649 16
2025-03-31 $3,904 16
2024-12-31 $3,882 16
2024-09-30 $4,126 16
2024-06-30 $3,514 16
2024-03-31 $4,052 16
2023-12-31 $3,825 16
2023-09-30 $3,251 16
2023-06-30 $3,018 16
2023-03-31 $2,848 16