Position in WHR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,270
-$6,327 QoQ
Shares Held
362
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 130 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Bogart Wealth, LLC holds $25,374 across 6 Furnishings, Fixtures & Appliances names. WHR ranks #1 (56.2% of the industry book) .
All Filings in WHR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,270 | 362 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,597 | 382 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $27,557 | 382 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $30,103 | 383 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $51,825 | 511 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $25,506 | 283 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $32,283 | 282 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $14,124 | 132 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,088 | 40 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,665 | 39 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,749 | 39 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,888 | 59 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,629 | 58 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,657 | 58 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,102 | 29 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,684 | 57 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,827 | 57 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||