Skip to main content

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

SWX holding history

Southwest Gas Holdings, Inc. 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.

SWX overviewAll 13F holders of SWXFull Q2 2026 holdings

Shares (Q2 2026)
12
Value
$1.06K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of SWX by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612$1.06K<0.1%+12NewHolders
Q1 20260$00.0%−35−100.0%Sold outHolders
Q4 202535$2.80K<0.1%00.0%UnchangedHolders
Q3 202535$2.74K<0.1%00.0%UnchangedHolders
Q2 202535$2.60K<0.1%+20+133.3%AddedHolders
Q1 202515$1.08K<0.1%+15NewHolders