Skip to main content
Equibles

Bogart Wealth, LLC

Position in XPO — XPO, Inc.

CIK 1715740 MCLEAN, VA
Back to XPO Full portfolio

Position in XPO

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$21,555
+$544 QoQ
Shares Held
105
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#641
of 748 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in XPO Over Time

Shares Held

Position Value (USD)

Position in Trucking

Industrials · as of Jun 30, 2026

Bogart Wealth, LLC holds $165,811 across 6 Trucking names. XPO ranks #2 (13.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ODFL
Old Dominion Freight Line, Inc.
 542 $117,397
2 XPO
XPO, Inc.
This page 		105 $21,555
3 KNX
Knight-Swift Transportation Holdings Inc.
 207 $16,119
4 SAIA
Saia Inc
 18 $7,580
5 RXO
RXO, Inc.
 100 $2,759
6 SNDR
Schneider National, Inc.
 11 $401

All Filings in XPO

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,555 105
2026-03-31 $21,011 108
2025-12-31 $13,998 103
2025-09-30 $12,927 100
2025-06-30 $12,629 100
2025-03-31 $11,188 104
2024-12-31 $13,115 100
2024-09-30 $10,751 100
2024-06-30 $10,615 100
2024-03-31 $12,203 100
2023-12-31 $8,759 100
2023-09-30 $7,466 100
2023-06-30 $5,900 100
2023-03-31 $3,190 100
2022-12-31 $3,329 100
2022-09-30 $4,452 100
2022-06-30 $10,402 216
2022-03-31 $7,280 100
2021-12-31 $7,742 100
2021-09-30 $7,957 100
2021-06-30 $13,988 100

Report a Problem

Category
Description
Email (optional, for follow-up)