Position in VRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,704,903
+$391,864 QoQ
Shares Held
5,092
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#933
of 2,035 holders
Holding Since
Jun 2025
5 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, 2026BURLING WEALTH PARTNERS, LLC holds $1,704,903 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
5,092 | $1,704,903 |
All Filings in VRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,704,903 | 5,092 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,313,039 | 5,240 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $846,988 | 5,228 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $788,696 | 5,228 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $682,370 | 5,314 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||