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Rockline Wealth Management, LLC: VRT position timeline

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

Rockline Wealth Management, LLC held 23,147 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,147 shares
    Change vs previous 13F +2,398 shares

    1.48% of the 13F portfolio, value $7,750,074.

    13F-HR 0001172661-26-002781 filed by Rockline Wealth Management, 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 20,749 shares
    Change vs previous 13F +2,896 shares

    1.13% of the 13F portfolio, value $5,199,306.

    13F-HR 0001172661-26-001574 filed by Rockline Wealth Management, 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 17,853 shares
    Change vs previous 13F +1,265 shares

    0.59% of the 13F portfolio, value $2,892,328.

    13F-HR 0001172661-26-000560 filed by Rockline Wealth Management, 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 16,588 shares
    Change vs previous 13F +2,482 shares

    0.52% of the 13F portfolio, value $2,502,486.

    13F-HR 0001172661-25-004538 filed by Rockline Wealth Management, 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 14,106 shares
    Change vs previous 13F +1,338 shares

    0.43% of the 13F portfolio, value $1,811,362.

    13F-HR 0001172661-25-002900 filed by Rockline Wealth Management, 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 12,768 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $921,835.

    13F-HR 0001172661-25-001525 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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