Position in VRT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$888,612
+$619,054 QoQ
Shares Held
2,654
-99.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,159
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, 2026Family Legacy Financial Solutions, LLC holds $888,612 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
|
2,654 | $888,612 |
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888,612 | 2,654 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $269,558 | 529,519 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $162,334 | 1,002 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $151,161 | 1,002 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $128,538 | 1,001 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||