Position in VRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,078,227
+$402,098 QoQ
Shares Held
6,207
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#874
of 2,035 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $7,355,302 across 4 Electrical Equipment & Parts names. VRT ranks #2 (28.3% of the industry book) .
All Filings in VRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,078,227 | 6,207 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,676,129 | 6,689 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $974,490 | 6,015 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||