MONETA GROUP INVESTMENT ADVISORS LLC: VRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONETA GROUP INVESTMENT ADVISORS LLC on VRT, newest first. How the timeline and the estimate are built.
MONETA GROUP INVESTMENT ADVISORS LLC held 3,527 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,527 sharesChange vs previous 13F +16 shares
0.01% of the 13F portfolio, value $1,181,024.
13F-HR 0001120927-26-000008 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,511 sharesChange vs previous 13F +12 shares
0.01% of the 13F portfolio, value $879,716.
13F-HR 0001120927-26-000006 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,499 sharesChange vs previous 13F -162 shares
<0.01% of the 13F portfolio, value $566,920.
13F-HR 0001120927-26-000001 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,661 sharesChange vs previous 13F +39 shares
<0.01% of the 13F portfolio, value $552,243.
13F-HR 0001120927-25-000008 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,622 sharesChange vs previous 13F -29 shares
0.01% of the 13F portfolio, value $465,126.
13F-HR 0001120927-25-000004 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,651 sharesChange vs previous 13F -494 shares
<0.01% of the 13F portfolio, value $263,581.
13F-HR 0001120927-25-000003 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,145 sharesChange vs previous 13F +1,233 shares
0.01% of the 13F portfolio, value $470,905.
13F-HR 0001120927-25-000002 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,912 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $289,755.
13F-HR 0001120927-24-000005 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).