Position in VRT
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$5,691
+$1,432 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,977
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, 2026Copia Wealth Management holds $76,260 across 7 Electrical Equipment & Parts names. VRT ranks #4 (7.5% of the industry book) .
All Filings in VRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,691 | 17 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $4,259 | 17 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,564 | 22 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,318 | 22 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,825 | 22 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||