Bogart Wealth LLC’s Red Robin RRGB Stock Holding History

Bogart Wealth LLC’s Portfolio RRGB Stock Details RRGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.16K	Buy	+396	New	+$1.76K	﹤0.01%	1339
2021 Q4	–	Sell	-125	Closed	-$3K	–	806
2021 Q3	$3K	Hold	125	–	–	﹤0.01%	600
2021 Q2	$4K	Hold	125	–	–	﹤0.01%	545
2021 Q1	$5K	Buy	+125	New	+$3.78K	﹤0.01%	487

Other funds holding RRGB

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in Red Robin (RRGB) in Q2 2026: 396 shares worth $3.16K. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in RRGB as recently as Q3 2021.

Bogart Wealth LLC first reported a position in RRGB in Q1 2021 and has held it in 4 quarters since. The position peaked at $5K in Q1 2021. 5 funds tracked by Wall St. Rank hold RRGB as of Q2 2026.

Bogart Wealth LLC held 396 shares of Red Robin worth $3.16K as of Q2 2026.
Red Robin was a new Bogart Wealth LLC position in Q2 2026.
Red Robin made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1339 holding.
Bogart Wealth LLC first reported a position in Red Robin in Q1 2021 and has held it in 4 quarters since.
Bogart Wealth LLC's Red Robin position peaked at $5K in Q1 2021.
5 funds tracked by Wall St. Rank held Red Robin as of Q2 2026.

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