Position in VRT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$62,946
+$15,837 QoQ
Shares Held
188
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,850
of 2,035 holders
Holding Since
Dec 2024
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, 2026Financial Life Planners holds $74,999 across 2 Electrical Equipment & Parts names. VRT ranks #1 (83.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
188 | $62,946 | |
| 2 | AYI |
Acuity Inc. (De)
|
32 | $12,053 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,946 | 188 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $47,109 | 188 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $12,068 | 80 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $18,063 | 159 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||