Position in AYI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$247,842
New position
Shares Held
658
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#459
of 635 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 17%
Shared 0%
None 83%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026QTR Family Wealth, LLC holds $846,834 across 2 Electrical Equipment & Parts names. AYI ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
1,789 | $598,992 | |
| 2 | AYI |
Acuity Inc. (De)
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|
658 | $247,842 |
All Filings in AYI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,842 | 658 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||