Independent Advisor Alliance

Position in VRT — Vertiv Holdings Co

CIK 1696899 CHARLOTTE, NC

Position in VRT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,235,365

+$925,269 QoQ

Shares Held

9,663

+4.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#739

of 2,035 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $6,999,821 across 6 Electrical Equipment & Parts names. VRT ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	9,663	$3,235,365
2	POWL	Powell Industries Inc	6,043	$1,730,472
3	AYI	Acuity Inc. (De)	2,611	$983,458
4	BE	Bloom Energy Corp	2,222	$672,598
5	NVT	nVent Electric plc	1,987	$337,014
6	PLUG	Plug Power Inc	15,098	$40,914

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,235,365	9,663	+4.8%	Shares	Sole	2026-08-12
2026-03-31	$2,310,096	9,219	-85.4%	Shares	Sole	2026-05-12
2025-12-31	$10,241,623	63,216	-6.1%	Shares	Sole	2026-02-04
2025-09-30	$10,153,179	67,302	-6.0%	Shares	Sole	2025-11-04
2025-06-30	$9,192,999	71,591	-2.8%	Shares	Sole	2025-08-11
2025-03-31	$5,316,879	73,641	+2.8%	Shares	Sole	2025-05-12
2024-12-31	$8,135,724	71,611	+5.7%	Shares	Sole	2025-02-07
2024-09-30	$6,739,750	67,743	+68.0%	Shares	Sole	2024-11-13
2024-06-30	$3,490,241	40,317	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.