Position in VRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$826,335
+$223,189 QoQ
Shares Held
2,468
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,187
of 2,035 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, 2026Optimist Retirement Group LLC holds $1,725,783 across 3 Electrical Equipment & Parts names. VRT ranks #1 (47.9% 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 | $826,335 | 2,468 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $603,146 | 2,407 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $398,868 | 2,462 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $371,417 | 2,462 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $404,748 | 3,152 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $208,874 | 2,893 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $260,507 | 2,293 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $266,334 | 2,677 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $238,327 | 2,753 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $224,184 | 2,745 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||