Position in VLTO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$11,794
+$1,096 QoQ
Shares Held
133
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#774
of 961 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLTO Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $12,303 across 3 Pollution & Treatment Controls names. VLTO ranks #1 (95.9% of the industry book) .
All Filings in VLTO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,794 | 133 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $10,698 | 121 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,368 | 144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,113 | 123 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $100 | 1 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1 | 1 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1 | 1 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1 | 1 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,647 | 122 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,816 | 122 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $50,014 | 608 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||