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Chokshi & Queen Wealth Advisors, Inc: VRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chokshi & Queen Wealth Advisors, Inc on VRT, newest first. How the timeline and the estimate are built.

Chokshi & Queen Wealth Advisors, Inc held 4,450 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,450 shares
    Change vs previous 13F +3,200 shares

    0.69% of the 13F portfolio, value $1,489,949.

    13F-HR 0001172661-26-003523 filed by Chokshi & Queen Wealth Advisors, Inc
    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 1,250 shares
    Change vs previous 13F -12,050 shares

    0.17% of the 13F portfolio, value $313,225.

    13F-HR 0001172661-26-002404 filed by Chokshi & Queen Wealth Advisors, Inc
    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 13,300 shares
    Change vs previous 13F +7,800 shares

    1.13% of the 13F portfolio, value $2,154,733.

    13F-HR 0001172661-26-000922 filed by Chokshi & Queen Wealth Advisors, Inc
    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 5,500 shares
    Change vs previous 13F -400 shares

    0.44% of the 13F portfolio, value $829,730.

    13F-HR 0001172661-25-004409 filed by Chokshi & Queen Wealth Advisors, Inc
    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 5,900 shares
    Change vs previous 13F -880 shares

    0.43% of the 13F portfolio, value $757,619.

    13F-HR 0001172661-25-002805 filed by Chokshi & Queen Wealth Advisors, Inc
    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 6,780 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $489,516.

    13F-HR 0001172661-25-002421 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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