Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$469,082
+$173,899 QoQ
Shares Held
1,401
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,421
of 2,032 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Valmark Advisers, Inc. holds $1,576,501 across 3 Electrical Equipment & Parts names. VRT ranks #2 (29.8% of the industry book) .
All Filings in VRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,082 | 1,401 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $295,183 | 1,178 | Shares | Sole | 2026-05-01 | |
| 2024-06-30 | $266,202 | 3,075 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||