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Disclosery

Leeward Financial Partners, LLC: VRT position timeline

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

Leeward Financial Partners, LLC held 18,943 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,943 shares
    Change vs previous 13F -937 shares

    1.66% of the 13F portfolio, value $6,342,495.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 19,880 shares
    Change vs previous 13F -5,466 shares

    1.48% of the 13F portfolio, value $4,981,530.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 25,346 shares
    Change vs previous 13F -21,369 shares

    1.15% of the 13F portfolio, value $4,106,305.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 46,715 shares
    Change vs previous 13F +3,058 shares

    2.01% of the 13F portfolio, value $7,047,425.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 43,657 shares
    Change vs previous 13F +1,400 shares

    1.78% of the 13F portfolio, value $5,605,995.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 42,257 shares
    Change vs previous 13F +10,693 shares

    1.14% of the 13F portfolio, value $3,050,955.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, LLC
    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 31,564 shares
    Change vs previous 13F +1,497 shares

    1.28% of the 13F portfolio, value $3,585,986.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, LLC
    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 30,067 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,991,366.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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