Position in WSE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$178
New position
Shares Held
15
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 36 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Information Technology Services
Technology · as of Jun 30, 2026Bogart Wealth, LLC holds $22,347,748 across 23 Information Technology Services names. WSE ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
75,695 | $21,286,190 | |
| 2 | ACN |
Accenture plc
|
4,995 | $621,577 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
1,587 | $218,593 | |
| 4 | APLD |
Applied Digital Corp.
|
1,211 | $45,170 | |
| 5 | WYFI |
WhiteFiber, Inc.
|
1,000 | $38,850 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
226 | $30,950 | |
| 7 | CACI |
Caci International Inc /De/
|
54 | $25,016 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
199 | $20,491 |
All Filings in WSE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178 | 15 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||