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Bogart Wealth LLC’s Alliance Resource Partners ARLP Stock Holding History

Bogart Wealth LLC’s Portfolio ARLP Stock Details ARLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116K Hold
4,845
– – ﹤0.01% 363
2026
Q1 		$134K Hold
4,845
– – 0.01% 321
2025
Q4 		$113K Hold
4,845
– – ﹤0.01% 328
2025
Q3 		$123K Hold
4,845
– – 0.01% 309
2025
Q2 		$127K Hold
4,845
– – 0.01% 303
2025
Q1 		$132K Hold
4,845
– – 0.01% 272
2024
Q4 		$127K Buy
+4,845
New +$127K 0.01% 273

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Bogart Wealth LLC's ARLP Position: Q2 2026 in Review

Bogart Wealth LLC held its Alliance Resource Partners (ARLP) position steady in Q2 2026 at 4,845 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Bogart Wealth LLC first reported a position in ARLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $134K in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • Bogart Wealth LLC held 4,845 shares of Alliance Resource Partners worth $116K as of Q2 2026.
  • Bogart Wealth LLC left its Alliance Resource Partners share count unchanged in Q2 2026.
  • Alliance Resource Partners made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #363 holding.
  • Bogart Wealth LLC first reported a position in Alliance Resource Partners in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Alliance Resource Partners position peaked at $134K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.