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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

UTG holding history

Reaves Utility Income Fund 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.

UTG overviewAll 13F holders of UTGFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2023
Holdings of UTG by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−2,200−100.0%Sold outHolders
Q4 20232,200$58.8K<0.1%+2,200NewHolders