Position in VRT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$41,517
+$2,176 QoQ
Shares Held
124
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,882
of 2,035 holders
Holding Since
Sep 2024
8 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, 2026Center for Financial Planning, Inc. holds $226,810 across 4 Electrical Equipment & Parts names. VRT ranks #3 (18.3% of the industry book) .
All Filings in VRT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,517 | 124 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $39,341 | 157 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,888 | 24 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,620 | 24 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,346 | 65 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,693 | 65 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,384 | 65 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,466 | 65 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||