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Bernzott Capital Advisors: VT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on VT, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 320,364 VT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 320,364 shares
    Change vs previous 13F +215,306 shares

    20.12% of the 13F portfolio, value $50,281,127.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 105,058 shares
    Change vs previous 13F -49,066 shares

    6.96% of the 13F portfolio, value $14,531,630.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 154,124 shares
    Change vs previous 13F +122,752 shares

    10.34% of the 13F portfolio, value $21,740,750.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,372 shares
    Change vs previous 13F +6,775 shares

    2.04% of the 13F portfolio, value $4,323,035.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,597 shares
    Change vs previous 13F +490 shares

    1.61% of the 13F portfolio, value $3,161,269.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,107 shares
    Change vs previous 13F -17,127 shares

    1.38% of the 13F portfolio, value $2,795,175.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,234 shares
    Change vs previous 13F +18,807 shares

    2.4% of the 13F portfolio, value $4,844,117.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,427 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,684,486.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).