ShoreHaven Wealth Partners, LLC: VRT position timeline

ShoreHaven Wealth Partners, LLC held 7,198 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,198 shares

   Change vs previous 13F -3,660 shares

   0.76% of the 13F portfolio, value $2,410,034.

   13F-HR 0001172661-26-002613 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-07-14 (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 10,858 shares

   Change vs previous 13F 0 shares

   0.98% of the 13F portfolio, value $2,720,798.

   13F-HR 0001172661-26-001824 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-05-14 (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 ended2025-12-31

   13F 10,858 shares

   Change vs previous 13F -11,200 shares

   0.63% of the 13F portfolio, value $1,759,105.

   13F-HR 0001172661-26-000597 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 22,058 shares

   Change vs previous 13F 0 shares

   1.23% of the 13F portfolio, value $3,327,670.

   13F-HR 0001172661-25-004401 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 22,058 shares

   Change vs previous 13F not available

   1.16% of the 13F portfolio, value $2,832,468.

   13F-HR 0001172661-25-002774 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-07-29 (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).