BWL
IDT icon

Bogart Wealth LLC’s IDT Corp IDT Stock Holding History

Bogart Wealth LLC’s Portfolio IDT Stock Details IDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.82K Buy
+100
New +$5.29K ﹤0.01% 1157

Other funds holding IDT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in IDT Corp (IDT) in Q2 2026: 100 shares worth $5.82K. The stake represents ﹤0.01% of the portfolio and ranks #1157 among its holdings.

27 funds tracked by Wall St. Rank hold IDT as of Q2 2026.

  • Bogart Wealth LLC held 100 shares of IDT Corp worth $5.82K as of Q2 2026.
  • IDT Corp was a new Bogart Wealth LLC position in Q2 2026.
  • IDT Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1157 holding.
  • 27 funds tracked by Wall St. Rank held IDT Corp as of Q2 2026.

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