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Disclosery

Formidable Asset Management, LLC: VRT position timeline

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

Formidable Asset Management, LLC held 8,964 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,964 shares
    Change vs previous 13F +172 shares

    0.36% of the 13F portfolio, value $2,246,270.

    13F-HR 0001592613-26-000003 filed by Formidable Asset 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 8,792 shares
    Change vs previous 13F -158 shares

    0.22% of the 13F portfolio, value $1,424,427.

    13F-HR 0001592613-26-000002 filed by Formidable Asset 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 8,950 shares
    Change vs previous 13F -334 shares

    0.2% of the 13F portfolio, value $1,350,213.

    13F-HR 0001592613-26-000001 filed by Formidable Asset 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 9,284 shares
    Change vs previous 13F +9,284 shares

    0.19% of the 13F portfolio, value $1,192,162.

    13F-HR 0001592613-25-000008 filed by Formidable Asset 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,267 shares

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 3,267 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $325,034.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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