Performance Wealth Partners, LLC: VRT position timeline

Performance Wealth Partners, LLC held 1,288 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,288 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $431,234.

   13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,288 shares

   Change vs previous 13F +11 shares

   0.01% of the 13F portfolio, value $322,704.

   13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,277 shares

   Change vs previous 13F +1,277 shares

   0.01% of the 13F portfolio, value $206,832.

   13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -36,640 shares

   13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

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

5. period ended2024-12-31

   13F 36,640 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $4,162,670.

   13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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