Position in VRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$834,036
+$267,225 QoQ
Shares Held
2,491
+10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,183
of 2,035 holders
Holding Since
Dec 2024
7 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, 2026Elm3 Financial Group, LLC holds $834,036 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
2,491 | $834,036 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,036 | 2,491 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $566,811 | 2,262 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $376,349 | 2,323 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $423,162 | 2,805 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $372,132 | 2,898 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $222,520 | 3,082 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $297,999 | 2,623 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||