Position in VTRS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$460
+$69 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#964
of 1,020 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $4,206 across 3 Drug Manufacturers - Specialty & Generic names. VTRS ranks #3 (10.9% of the industry book) .
All Filings in VTRS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460 | 29 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $391 | 29 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,182 | 95 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $940 | 95 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,045 | 453 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,560 | 294 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $3,660 | 294 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $336 | 29 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,741 | 352 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,202 | 352 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $5,013 | 370 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $7,059 | 494 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $6,901 | 494 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $9,257 | 494 | Principal | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||