Skip to main content

LEVEL FOUR ADVISORY SERVICES, LLC

Position in VRT — Vertiv Holdings Co

CIK 1696715 DALLAS, TX

Position in VRT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,104,343
-$39,118 QoQ
Shares Held
6,285
-26.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#870
of 2,035 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VRT Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $4,885,707 across 4 Electrical Equipment & Parts names. VRT ranks #1 (43.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRT
Vertiv Holdings Co
This page
6,285 $2,104,343

All Filings in VRT

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,104,343 6,285
2026-03-31 $2,143,461 8,554
2025-12-31 $1,652,177 10,198
2025-09-30 $1,601,378 10,615
2025-06-30 $1,485,318 11,567
2025-03-31 $656,081 9,087
2024-12-31 $286,183 2,519
2024-09-30 $391,194 3,932
2024-06-30 $434,148 5,015
2024-03-31 $1,085,394 13,290
2023-12-31 $624,966 13,012
2023-09-30 $453,802 12,199