Position in VRT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,349,994
+$375,238 QoQ
Shares Held
4,032
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,013
of 2,035 holders
Holding Since
Mar 2025
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, 2026PDS Planning, Inc holds $1,713,709 across 3 Electrical Equipment & Parts names. VRT ranks #1 (78.8% of the industry book) .
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,349,994 | 4,032 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $974,756 | 3,890 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $585,990 | 3,617 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $501,307 | 3,323 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $431,072 | 3,357 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $238,982 | 3,310 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||