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Disclosery

Shorepoint Capital Partners LLC: VRT position timeline

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

Shorepoint Capital Partners LLC held 30,456 VRT shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 30,456 shares
    Change vs previous 13F +17,513 shares

    0.91% of the 13F portfolio, value $4,594,585.

    13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 12,943 shares
    Change vs previous 13F +2,293 shares

    0.21% of the 13F portfolio, value $934,496.

    13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 10,650 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,209,964.

    13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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