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HOHIMER WEALTH MANAGEMENT, LLC: VRT position timeline

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

HOHIMER WEALTH MANAGEMENT, LLC held 3,005 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,005 shares
    Change vs previous 13F +63 shares

    0.1% of the 13F portfolio, value $1,006,223.

    13F-HR 0001802533-26-000004 filed by HOHIMER WEALTH 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 2,942 shares
    Change vs previous 13F -3,322 shares

    0.09% of the 13F portfolio, value $737,242.

    13F-HR 0001802533-26-000003 filed by HOHIMER WEALTH 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 6,264 shares
    Change vs previous 13F +48 shares

    0.14% of the 13F portfolio, value $1,014,836.

    13F-HR 0001802533-26-000002 filed by HOHIMER WEALTH 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 6,216 shares
    Change vs previous 13F -1,048 shares

    0.13% of the 13F portfolio, value $937,676.

    13F-HR 0001802533-25-000008 filed by HOHIMER WEALTH 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 7,264 shares
    Change vs previous 13F -229 shares

    0.17% of the 13F portfolio, value $932,796.

    13F-HR 0001802533-25-000007 filed by HOHIMER WEALTH 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 7,493 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $540,995.

    13F-HR 0001802533-25-000004 filed by HOHIMER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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