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Disclosery

Mosley Wealth Management: VRT position timeline

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

Mosley Wealth Management held 911 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 911 shares
    Change vs previous 13F -5,213 shares

    0.1% of the 13F portfolio, value $305,048.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    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 6,124 shares
    Change vs previous 13F +63 shares

    0.42% of the 13F portfolio, value $923,918.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    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 6,061 shares
    Change vs previous 13F -663 shares

    0.46% of the 13F portfolio, value $1,014,544.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,724 shares
    Change vs previous 13F -48 shares

    0.46% of the 13F portfolio, value $742,733.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,772 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $759,209.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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