Position in VRT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,072,535
+$535,478 QoQ
Shares Held
6,190
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#877
of 2,035 holders
Holding Since
Jun 2024
9 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, 2026IAM Advisory, LLC holds $7,384,144 across 4 Electrical Equipment & Parts names. VRT ranks #2 (28.1% of the industry book) .
All Filings in VRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,072,535 | 6,190 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,537,057 | 6,134 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,008,026 | 6,222 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $888,414 | 5,889 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $754,408 | 5,875 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $401,720 | 5,564 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $683,023 | 6,012 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $578,932 | 5,819 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $474,576 | 5,482 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||