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Disclosery

Haven Capital Group, Inc.: VRT position timeline

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

Haven Capital Group, Inc. held 17,728 VRT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 17,728 shares
    Change vs previous 13F +174 shares

    4.77% of the 13F portfolio, value $5,935,689.

    13F-HR/A 0001754960-26-000772 filed by Haven Capital Group, 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 17,554 shares
    Change vs previous 13F +189 shares

    4.08% of the 13F portfolio, value $4,398,681.

    13F-HR 0001754960-26-000279 filed by Haven Capital Group, 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 17,365 shares
    Change vs previous 13F +1,282 shares

    2.64% of the 13F portfolio, value $2,813,000.

    13F-HR 0001754960-26-000065 filed by Haven Capital Group, 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 16,083 shares
    Change vs previous 13F 0 shares

    2.16% of the 13F portfolio, value $2,426,000.

    13F-HR 0001754960-25-000772 filed by Haven Capital Group, 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 16,083 shares
    Change vs previous 13F +706 shares

    1.82% of the 13F portfolio, value $2,065,000.

    13F-HR 0001754960-25-000606 filed by Haven Capital Group, 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 15,377 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,110,000.

    13F-HR 0001754960-25-000304 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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