Position in VRT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$750,236
-$278,025 QoQ
Shares Held
2,994
-56.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026ALTFEST L J & CO INC holds $3,123,258 across 1 Electrical Equipment & Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
10,318 | $3,123,258 |
All Filings in VRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $750,236 | 2,994 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $1,028,261 | 6,816 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,843,839 | 14,359 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $691,892 | 9,583 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,011,583 | 8,904 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $662,901 | 6,663 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||