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Disclosery

Private Advisory Group LLC: VRT position timeline

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

Private Advisory Group LLC held 73,365 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,365 shares
    Change vs previous 13F -5,005 shares

    1.37% of the 13F portfolio, value $24,564,069.

    13F-HR 0001632965-26-000005 filed by Private Advisory Group 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 78,370 shares
    Change vs previous 13F +895 shares

    1.37% of the 13F portfolio, value $19,637,955.

    13F-HR 0001632965-26-000003 filed by Private Advisory Group 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 77,475 shares
    Change vs previous 13F +3,609 shares

    0.99% of the 13F portfolio, value $12,551,725.

    13F-HR 0001632965-26-000002 filed by Private Advisory Group 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 73,866 shares
    Change vs previous 13F -5,756 shares

    0.97% of the 13F portfolio, value $11,143,425.

    13F-HR 0001632965-25-000009 filed by Private Advisory Group 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 79,622 shares
    Change vs previous 13F -3,394 shares

    0.96% of the 13F portfolio, value $10,224,261.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group 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 83,016 shares
    Change vs previous 13F +15,587 shares

    0.68% of the 13F portfolio, value $5,993,755.

    13F-HR 0001632965-25-000005 filed by Private Advisory Group 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/A 67,429 shares
    Change vs previous 13F +1,719 shares

    0.86% of the 13F portfolio, value $7,660,659.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory Group 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 65,710 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $6,537,486.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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