Position in VEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,107
+$565 QoQ
Shares Held
60
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 99 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Rialto Wealth Management, LLC holds $3,876 across 3 Mortgage Finance names. VEL ranks #2 (28.6% of the industry book) .
All Filings in VEL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107 | 60 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $542 | 30 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $622 | 30 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $544 | 30 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,112 | 60 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||