Position in VRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,040
-$67,136 QoQ
Shares Held
27
-91.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,958
of 2,035 holders
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 Jun 30, 2026Whipplewood Advisors, LLC holds $12,115 across 3 Electrical Equipment & Parts names. VRT ranks #1 (74.6% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,040 | 27 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $76,176 | 304 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $120,190 | 936 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $53,427 | 22,373 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $107,132 | 943 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||