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Disclosery

Royal Fund Management, LLC: VRT position timeline

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

Royal Fund Management, LLC held 22,068 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,068 shares
    Change vs previous 13F -1,563 shares

    0.62% of the 13F portfolio, value $7,388,808.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 23,631 shares
    Change vs previous 13F -85,665 shares

    0.57% of the 13F portfolio, value $5,921,463.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 109,296 shares
    Change vs previous 13F +59,188 shares

    1.62% of the 13F portfolio, value $17,706,900.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 50,108 shares
    Change vs previous 13F -3,338 shares

    0.91% of the 13F portfolio, value $7,559,307.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 53,446 shares
    Change vs previous 13F -7,903 shares

    0.73% of the 13F portfolio, value $6,862,981.

    13F-HR 0001172661-25-003168 filed by Royal Fund 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 61,349 shares
    Change vs previous 13F +19,311 shares

    0.53% of the 13F portfolio, value $4,429,398.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 42,038 shares
    Change vs previous 13F -2,200 shares

    0.52% of the 13F portfolio, value $4,775,938.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 44,238 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,401,238.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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