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Broadleaf Partners, LLC: VRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadleaf Partners, LLC on VRT, newest first. How the timeline and the estimate are built.

Broadleaf Partners, LLC held 46,774 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,774 shares
    Change vs previous 13F -20,424 shares

    3.03% of the 13F portfolio, value $15,660,871.

    13F-HR 0001193125-26-347796 filed by Broadleaf Partners, LLC
    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 67,198 shares
    Change vs previous 13F -2,298 shares

    3.93% of the 13F portfolio, value $16,838,475.

    13F-HR 0001193125-26-223013 filed by Broadleaf Partners, LLC
    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 69,496 shares
    Change vs previous 13F 0 shares

    2.37% of the 13F portfolio, value $11,259,047.

    13F-HR 0001193125-26-049981 filed by Broadleaf Partners, LLC
    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 69,496 shares
    Change vs previous 13F -1,035 shares

    2.19% of the 13F portfolio, value $10,484,167.

    13F-HR 0001193125-25-280140 filed by Broadleaf Partners, LLC
    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 70,531 shares
    Change vs previous 13F -417 shares

    1.99% of the 13F portfolio, value $9,056,886.

    13F-HR 0000950123-25-008072 filed by Broadleaf Partners, LLC
    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 70,948 shares
    Change vs previous 13F -1,375 shares

    1.34% of the 13F portfolio, value $5,122,446.

    13F-HR 0000950123-25-005173 filed by Broadleaf Partners, LLC
    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 72,323 shares
    Change vs previous 13F -911 shares

    1.92% of the 13F portfolio, value $8,216,616.

    13F-HR 0000950123-25-001974 filed by Broadleaf Partners, LLC
    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 73,234 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $7,286,051.

    13F-HR 0000950123-24-010949 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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