Position in VRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,008,585
+$1,404,938 QoQ
Shares Held
5,999
+149.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#892
of 2,035 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Derivatives in VRT
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$101,080
PutShares
1,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $6,294,866 across 6 Electrical Equipment & Parts names. VRT ranks #2 (31.9% of the industry book) .
All Filings in VRT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,008,585 | 5,999 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $603,647 | 2,409 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $820,580 | 5,065 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $745,399 | 4,941 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $731,423 | 5,696 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $101,080 | 1,400 | Put | Sole | 2025-04-17 | |
| 2025-03-31 | $413,994 | 5,734 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $588,272 | 5,178 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $129,337 | 1,300 | Put | Sole | 2024-10-31 | |
| 2024-09-30 | $361,646 | 3,635 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $103,884 | 1,200 | Put | Sole | 2024-08-05 | |
| 2024-06-30 | $277,024 | 3,200 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||