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Disclosery

Left Brain Wealth Management, LLC: VRT position timeline

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

Left Brain Wealth Management, LLC held 22,233 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 22,233 shares
    Change vs previous 13F +2,025 shares

    2.24% of the 13F portfolio, value $7,444,053.

    13F-HR 0001104659-26-088542 filed by Left Brain 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 20,208 shares
    Change vs previous 13F +1,050 shares

    1.99% of the 13F portfolio, value $5,063,721.

    13F-HR 0001104659-26-052365 filed by Left Brain 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 19,158 shares
    Change vs previous 13F +942 shares

    1.07% of the 13F portfolio, value $3,103,788.

    13F-HR 0001104659-26-010757 filed by Left Brain 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 18,216 shares
    Change vs previous 13F +13,641 shares

    0.86% of the 13F portfolio, value $2,748,066.

    13F-HR 0001104659-25-110452 filed by Left Brain 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 4,575 shares
    Change vs previous 13F +4,575 shares

    0.21% of the 13F portfolio, value $587,476.

    13F-HR 0001104659-25-076758 filed by Left Brain 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 0 shares
    Change vs previous 13F -2,000 shares

    13F-HR 0001104659-25-043527 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 2,000 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $227,220.

    13F-HR 0001104659-25-010805 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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