National Wealth Management Group, LLC: VRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of National Wealth Management Group, LLC on VRT, newest first. How the timeline and the estimate are built.
National Wealth Management Group, LLC held 3,412 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,412 sharesChange vs previous 13F -200 shares
0.35% of the 13F portfolio, value $1,142,421.
13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 3,612 sharesChange vs previous 13F -2,002 shares
0.34% of the 13F portfolio, value $905,101.
13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 5,614 sharesChange vs previous 13F +5,614 shares
0.32% of the 13F portfolio, value $909,526.
13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 0 sharesChange vs previous 13F -6,618 shares
13F-HR 0001977723-25-000006 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 6,618 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $849,817.
13F-HR 0001977723-25-000004 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).