Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$499,216
+$113,323 QoQ
Shares Held
1,491
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,390
of 2,035 holders
Holding Since
Sep 2024
4 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 Jun 30, 2026CallValue
$133,928
CallShares
400
PutValue
$0
PutShares
0
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, 2026Perennial Investment Advisors, LLC holds $3,611,300 across 3 Electrical Equipment & Parts names. VRT ranks #2 (13.8% of the industry book) .
All Filings in VRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,928 | 400 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $499,216 | 1,491 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $125,290 | 500 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $385,893 | 1,540 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $205,266 | 1,267 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $69,643 | 700 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $137,495 | 1,382 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||