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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

AXS holding history

Axis Capital Holdings Ltd in every 13F filed by Bogart Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXS overviewAll 13F holders of AXSFull Q2 2026 holdings

Shares (Q2 2026)
12
Value
$1.29K
% of portfolio
<0.1%
Quarters held
4
Since Q4 2024
Holdings of AXS by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612$1.29K<0.1%+6+100.0%AddedHolders
Q1 20266$608<0.1%+6NewHolders
Q3 20250$00.0%−5−100.0%Sold outHolders
Q2 20255$519<0.1%+5NewHolders
Q1 20250$00.0%−19−100.0%Sold outHolders
Q4 202419$1.68K<0.1%+19NewHolders