Position in VRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$172,432
+$145,370 QoQ
Shares Held
515
+376.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,774
of 2,028 holders
Holding Since
Dec 2023
5 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, 2026VALLEY NATIONAL ADVISERS INC holds $418,351 across 7 Electrical Equipment & Parts names. VRT ranks #2 (41.2% 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 | $172,432 | 515 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $27,062 | 108 | Shares | Sole | 2026-04-15 | |
| 2024-06-30 | $50,556 | 584 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3 | 45 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1 | 35 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||