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Carl P. Sherr & Co., LLC: VRT position timeline

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

Carl P. Sherr & Co., LLC held 9,945 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,945 shares
    Change vs previous 13F -325 shares

    1.4% of the 13F portfolio, value $3,329,685.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 10,270 shares
    Change vs previous 13F -147 shares

    1.21% of the 13F portfolio, value $2,573,361.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 10,417 shares
    Change vs previous 13F -262 shares

    0.87% of the 13F portfolio, value $1,939,349.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 10,679 shares
    Change vs previous 13F -80 shares

    0.76% of the 13F portfolio, value $1,611,077.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., 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 10,759 shares
    Change vs previous 13F -80 shares

    0.7% of the 13F portfolio, value $1,381,579.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., 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 10,839 shares
    Change vs previous 13F -4 shares

    0.43% of the 13F portfolio, value $782,570.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., 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 10,843 shares
    Change vs previous 13F +141 shares

    0.65% of the 13F portfolio, value $1,231,823.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., 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 10,702 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,064,773.

    13F-HR 0001818535-24-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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