Position in VTRS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,907
+$909 QoQ
Shares Held
372
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#812
of 1,016 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $542,347 across 3 Drug Manufacturers - Specialty & Generic names. VTRS ranks #2 (1.1% of the industry book) .
All Filings in VTRS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,907 | 372 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,998 | 370 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,594 | 369 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||