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SIERRA SUMMIT ADVISORS LLC: VRT position timeline

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

SIERRA SUMMIT ADVISORS LLC held 62,125 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 62,125 shares
    Change vs previous 13F -3,835 shares

    2.32% of the 13F portfolio, value $20,800,693.

    13F-HR 0001104659-26-085002 filed by SIERRA SUMMIT ADVISORS 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 65,960 shares
    Change vs previous 13F -25,972 shares

    2.4% of the 13F portfolio, value $16,528,257.

    13F-HR 0001104659-26-049351 filed by SIERRA SUMMIT ADVISORS 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 91,932 shares
    Change vs previous 13F +344 shares

    2.28% of the 13F portfolio, value $14,893,904.

    13F-HR 0001104659-26-011348 filed by SIERRA SUMMIT ADVISORS 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 91,588 shares
    Change vs previous 13F +3,748 shares

    2.11% of the 13F portfolio, value $13,816,966.

    13F-HR 0001104659-25-109951 filed by SIERRA SUMMIT ADVISORS 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 87,840 shares
    Change vs previous 13F -2,533 shares

    2.01% of the 13F portfolio, value $11,279,535.

    13F-HR 0001104659-25-076749 filed by SIERRA SUMMIT ADVISORS 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 90,373 shares
    Change vs previous 13F -2,763 shares

    1.41% of the 13F portfolio, value $6,524,931.

    13F-HR 0001104659-25-047176 filed by SIERRA SUMMIT ADVISORS 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 93,136 shares
    Change vs previous 13F +18,596 shares

    2.13% of the 13F portfolio, value $10,581,181.

    13F-HR 0001104659-25-012601 filed by SIERRA SUMMIT ADVISORS 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 74,540 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $7,415,987.

    13F-HR 0001104659-24-117421 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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