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Bogart Wealth LLC’s RUM Group Inc RUM Stock Holding History

Bogart Wealth LLC’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$951 Buy
+150
New +$1.07K ﹤0.01% 1627
2024
Q1 		– Sell
-2,600
Closed -$11.7K – 1108
2023
Q4 		$11.7K Hold
2,600
– – ﹤0.01% 589
2023
Q3 		$13.3K Hold
2,600
– – ﹤0.01% 543
2023
Q2 		$23.2K Buy
+2,600
New +$24.5K ﹤0.01% 440

Other funds holding RUM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in RUM Group Inc (RUM) in Q2 2026: 150 shares worth $951. The stake represents ﹤0.01% of the portfolio and ranks #1627 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in RUM as recently as Q4 2023.

Bogart Wealth LLC first reported a position in RUM in Q2 2023 and has held it in 4 quarters since. The position peaked at $23.2K in Q2 2023. 44 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Bogart Wealth LLC held 150 shares of RUM Group Inc worth $951 as of Q2 2026.
  • RUM Group Inc was a new Bogart Wealth LLC position in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1627 holding.
  • Bogart Wealth LLC first reported a position in RUM Group Inc in Q2 2023 and has held it in 4 quarters since.
  • Bogart Wealth LLC's RUM Group Inc position peaked at $23.2K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

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