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Disclosery

NewEdge Advisors, LLC: VRT position timeline

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

NewEdge Advisors, LLC held 128,353 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,353 shares
    Change vs previous 13F +8,979 shares

    0.13% of the 13F portfolio, value $42,975,211.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 119,374 shares
    Change vs previous 13F -40,574 shares

    0.11% of the 13F portfolio, value $29,912,569.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 159,948 shares
    Change vs previous 13F +67,156 shares

    0.09% of the 13F portfolio, value $25,913,066.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 92,792 shares
    Change vs previous 13F +17,225 shares

    0.06% of the 13F portfolio, value $13,998,591.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 75,567 shares
    Change vs previous 13F -14,103 shares

    0.05% of the 13F portfolio, value $9,703,539.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 89,670 shares
    Change vs previous 13F -5,750 shares

    0.04% of the 13F portfolio, value $6,474,159.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 95,420 shares
    Change vs previous 13F +8,982 shares

    0.07% of the 13F portfolio, value $10,840,663.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 86,438 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,599,738.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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