Position in VRT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$349,308
-$68,191 QoQ
Shares Held
1,394
-45.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026Optimize Financial Inc holds $1,092,634 across 3 Electrical Equipment & Parts names. VRT ranks #3 (32.0% 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 | $349,308 | 1,394 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $417,499 | 2,577 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $383,335 | 2,541 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $352,870 | 2,748 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $329,469 | 2,900 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||