RICHARDS, MERRILL & PETERSON, INC.: VRT position timeline

RICHARDS, MERRILL & PETERSON, INC. held 780 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 780 shares

   Change vs previous 13F -200 shares

   0.08% of the 13F portfolio, value $261,160.

   13F-HR 0001398344-26-012209 filed by RICHARDS, MERRILL & PETERSON, INC.
   Filed 2026-07-16 (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 980 shares

   Change vs previous 13F +980 shares

   0.09% of the 13F portfolio, value $245,568.

   13F-HR 0001398344-26-006641 filed by RICHARDS, MERRILL & PETERSON, INC.
   Filed 2026-04-17 (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 ended2025-06-30

   13F 0 shares

   Change vs previous 13F -805 shares

   13F-HR 0001398344-25-014237 filed by RICHARDS, MERRILL & PETERSON, INC.
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

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

4. period ended2025-03-31

   13F 805 shares

   Change vs previous 13F +725 shares

   0.03% of the 13F portfolio, value $58,121.

   13F-HR 0001398344-25-008901 filed by RICHARDS, MERRILL & PETERSON, INC.
   Filed 2025-05-07 (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).

5. period ended2024-12-31

   13F 80 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $9,089.

   13F-HR 0001398344-25-002691 filed by RICHARDS, MERRILL & PETERSON, INC.
   Filed 2025-02-13 (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).