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Disclosery

SANTA MONICA PARTNERS LP: VRTS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SANTA MONICA PARTNERS LP on VRTS, newest first. How the timeline and the estimate are built.

SANTA MONICA PARTNERS LP held 0 VRTS shares at 2025-03-31 per its 13F-HR filed 2025-05-13.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,680 shares

    13F-HR 0000904793-25-000004 filed by SANTA MONICA PARTNERS LP
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2024-12-31
    13F 5,680 shares
    Change vs previous 13F -396 shares

    0.68% of the 13F portfolio, value $1,253,000.

    13F-HR 0000904793-25-000002 filed by SANTA MONICA PARTNERS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 6,076 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,273,000.

    13F-HR 0000904793-24-000009 filed by SANTA MONICA PARTNERS LP
    Filed (acceptance time not in the bulk data set), ingested

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