Beacon Harbor Wealth Advisors, Inc.
Position in VRT — Vertiv Holdings Co
CIK 1784093
VIRGINIA BEACH, VA
Position in VRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,857,435
+$2,441,019 QoQ
Shares Held
29,441
-0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#477
of 2,035 holders
Holding Since
Dec 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, 2026Beacon Harbor Wealth Advisors, Inc. holds $9,857,435 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
29,441 | $9,857,435 |
All Filings in VRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,857,435 | 29,441 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,416,416 | 29,597 | Shares | Sole | 2026-04-30 | |
| 2024-12-31 | $6,418,283 | 56,494 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||