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KENNEDY INVESTMENT GROUP, INC.: VRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KENNEDY INVESTMENT GROUP, INC. on VRT, newest first. How the timeline and the estimate are built.

KENNEDY INVESTMENT GROUP, INC. held 9,002 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,002 shares
    Change vs previous 13F -16 shares

    1.02% of the 13F portfolio, value $3,014,056.

    13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT 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 9,018 shares
    Change vs previous 13F -454 shares

    0.88% of the 13F portfolio, value $2,259,698.

    13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT 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 9,472 shares
    Change vs previous 13F -6,022 shares

    0.58% of the 13F portfolio, value $1,534,566.

    13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT 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 15,494 shares
    Change vs previous 13F -3,023 shares

    0.93% of the 13F portfolio, value $2,337,423.

    13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT 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 18,517 shares
    Change vs previous 13F +1,376 shares

    1.01% of the 13F portfolio, value $2,377,711.

    13F-HR 0001951757-25-000862 filed by KENNEDY INVESTMENT 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 17,141 shares
    Change vs previous 13F +2,941 shares

    0.57% of the 13F portfolio, value $1,237,585.

    13F-HR 0001951757-25-000414 filed by KENNEDY INVESTMENT GROUP, 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 14,200 shares
    Change vs previous 13F -500 shares

    0.73% of the 13F portfolio, value $1,613,301.

    13F-HR 0001951757-25-000100 filed by KENNEDY INVESTMENT GROUP, 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 14,700 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,462,503.

    13F-HR 0001951757-24-001088 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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