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Eley Financial Management, Inc: VRT position timeline

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

Eley Financial Management, Inc held 8,850 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,850 shares
    Change vs previous 13F -10,823 shares

    0.96% of the 13F portfolio, value $2,963,157.

    13F-HR 0001965267-26-000005 filed by Eley Financial Management, 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/A 19,673 shares
    Change vs previous 13F -250 shares

    1.78% of the 13F portfolio, value $4,929,660.

    13F-HR/A 0001965267-26-000003 filed by Eley Financial Management, 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 19,923 shares
    Change vs previous 13F -1,039 shares

    1.16% of the 13F portfolio, value $3,227,725.

    13F-HR 0001965267-26-000001 filed by Eley Financial Management, 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 20,962 shares
    Change vs previous 13F +15 shares

    1.14% of the 13F portfolio, value $3,162,327.

    13F-HR 0001965267-25-000007 filed by Eley Financial Management, 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 20,947 shares
    Change vs previous 13F -2,887 shares

    1.03% of the 13F portfolio, value $2,689,804.

    13F-HR 0001965267-25-000004 filed by Eley Financial Management, 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 23,834 shares
    Change vs previous 13F +2,918 shares

    0.72% of the 13F portfolio, value $1,793,985.

    13F-HR 0001965267-25-000002 filed by Eley Financial Management, Inc
    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 20,916 shares
    Change vs previous 13F +473 shares

    0.93% of the 13F portfolio, value $2,376,267.

    13F-HR 0001965267-25-000001 filed by Eley Financial Management, Inc
    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 20,443 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,033,874.

    13F-HR 0001965267-24-000004 filed by Eley Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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