Position in VRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,925,657
+$613,305 QoQ
Shares Held
8,738
-5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#765
of 2,036 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $10,772,933 across 4 Electrical Equipment & Parts names. VRT ranks #2 (27.2% of the industry book) .
All Filings in VRT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,925,657 | 8,738 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,312,352 | 9,228 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,534,072 | 9,469 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,750,428 | 11,603 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $989,013 | 7,702 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $585,542 | 8,110 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $897,519 | 7,900 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $504,115 | 5,067 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $934,090 | 10,790 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $496,308 | 6,077 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||