Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$22,432
+$5,644 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,916
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, 2026IAG Wealth Partners, LLC holds $42,305 across 2 Electrical Equipment & Parts names. VRT ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
67 | $22,432 | |
| 2 | OESX |
Orion Energy Systems, Inc.
|
1,700 | $19,873 |
All Filings in VRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,432 | 67 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,788 | 67 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,854 | 67 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,107 | 67 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,603 | 67 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,837 | 67 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,611 | 67 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,665 | 67 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,800 | 67 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||