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Kovack Advisors, Inc.: VRT position timeline

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

Kovack Advisors, Inc. held 16,572 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,572 shares
    Change vs previous 13F +1,304 shares

    0.26% of the 13F portfolio, value $5,335,293.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, 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 15,268 shares
    Change vs previous 13F -40,957 shares

    0.21% of the 13F portfolio, value $3,899,230.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, 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/A 56,225 shares
    Change vs previous 13F +6,734 shares

    0.43% of the 13F portfolio, value $9,108,995.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, 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 49,491 shares
    Change vs previous 13F -5,651 shares

    0.7% of the 13F portfolio, value $7,466,209.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, 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 55,142 shares
    Change vs previous 13F -6,550 shares

    0.69% of the 13F portfolio, value $7,080,777.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, 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 61,692 shares
    Change vs previous 13F +719 shares

    0.47% of the 13F portfolio, value $4,454,146.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, 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 60,973 shares
    Change vs previous 13F -419 shares

    0.68% of the 13F portfolio, value $6,927,150.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, 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 61,392 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $6,107,878.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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