Three Magnolias Financial Advisors, LLC
Position in VRT — Vertiv Holdings Co
CIK 2056795
WINSTON-SALEM, NC
Position in VRT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$569,194
+$343,672 QoQ
Shares Held
1,700
+88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,340
of 2,035 holders
Holding Since
Mar 2026
2 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, 2026Three Magnolias Financial Advisors, LLC holds $569,194 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
|
1,700 | $569,194 |
All Filings in VRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,194 | 1,700 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $225,522 | 900 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||