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Copeland Capital Management, LLC: VRT position timeline

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

Copeland Capital Management, LLC held 54,279 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,279 shares
    Change vs previous 13F -1,797 shares

    0.37% of the 13F portfolio, value $18,173,726.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, 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 56,076 shares
    Change vs previous 13F +50,502 shares

    0.31% of the 13F portfolio, value $14,051,542.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, 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 5,574 shares
    Change vs previous 13F -4,565 shares

    0.02% of the 13F portfolio, value $903,052.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, 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 10,139 shares
    Change vs previous 13F -3,127 shares

    0.03% of the 13F portfolio, value $1,529,575.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, 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 13,266 shares
    Change vs previous 13F +3,973 shares

    0.04% of the 13F portfolio, value $1,703,491.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, 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 9,293 shares
    Change vs previous 13F +7,858 shares

    0.01% of the 13F portfolio, value $670,955.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, 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 1,435 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $163,030.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, 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 1,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $142,669.

    13F-HR 0001580642-24-006240 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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