Position in VRT
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$132,686,871
+$132,524,537 QoQ
Shares Held
529,519
+52746.2% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
68.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026Family Legacy Financial Solutions, LLC holds $132,686,871 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
|
529,519 | $132,686,871 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,686,871 | 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. | ||||||