Position in BE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$406,470
New position
Shares Held
3,000
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026TRB Wealth Management, LLC holds $402,118 across 1 Electrical Equipment & Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
1,201 | $402,118 |
All Filings in BE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $406,470 | 3,000 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||