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Bogart Wealth LLC’s Texas Pacific Land TPL Stock Holding History

Bogart Wealth LLC’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.1K Buy
47
+2
+4% +$859 ﹤0.01% 699
2025
Q4 		$13.1K Hold
45
– – ﹤0.01% 799
2025
Q3 		$14.4K Hold
45
– – ﹤0.01% 751
2025
Q2 		$16.3K Hold
45
– – ﹤0.01% 681
2025
Q1 		$20.4K Hold
45
– – ﹤0.01% 581
2024
Q4 		$17K Hold
45
– – ﹤0.01% 620
2024
Q3 		$13.6K Hold
45
– – ﹤0.01% 619
2024
Q2 		$11.2K Hold
45
– – ﹤0.01% 638
2024
Q1 		$8.84K Hold
45
– – ﹤0.01% 671
2023
Q4 		$8.29K Hold
45
– – ﹤0.01% 660
2023
Q3 		$9.6K Buy
+45
New +$8.49K ﹤0.01% 602

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $645M AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return