Position in VRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$51,870
+$43,770 QoQ
Shares Held
207
+314.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Wealth Preservation Advisors, LLC holds $70,406 across 4 Electrical Equipment & Parts names. VRT ranks #1 (73.7% of the industry book) .
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,870 | 207 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,100 | 50 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $7,543 | 50 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,420 | 50 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,610 | 50 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||