Retirement Wealth Solutions LLC
PensionPosition in VRT — Vertiv Holdings Co
CIK 2044741
MARSHFIELD, WI
Position in VRT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$21,093
+$5,307 QoQ
Shares Held
63
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,922
of 2,035 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $53,423 across 4 Electrical Equipment & Parts names. VRT ranks #1 (39.5% of the industry book) .
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,093 | 63 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $15,786 | 63 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,508 | 34 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,978 | 33 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||