Position in VTRS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$381
+$57 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#965
of 1,016 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $16,998 across 3 Drug Manufacturers - Specialty & Generic names. VTRS ranks #3 (2.2% of the industry book) .
All Filings in VTRS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381 | 24 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $324 | 24 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $298 | 24 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $237 | 24 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $214 | 24 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $209 | 24 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $298 | 24 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||