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Steward Partners Investment Advisory, LLC: VRT position timeline

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

Steward Partners Investment Advisory, LLC held 79,151 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,151 shares
    Change vs previous 13F -37,771 shares

    0.14% of the 13F portfolio, value $26,501,469.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 116,922 shares
    Change vs previous 13F +642 shares

    0.15% of the 13F portfolio, value $29,298,493.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 116,280 shares
    Change vs previous 13F +52,626 shares

    0.1% of the 13F portfolio, value $18,838,449.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 63,654 shares
    Change vs previous 13F +34,567 shares

    0.06% of the 13F portfolio, value $9,602,906.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 29,087 shares
    Change vs previous 13F +20,225 shares

    0.03% of the 13F portfolio, value $3,735,012.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 8,862 shares
    Change vs previous 13F -67,499 shares

    0.01% of the 13F portfolio, value $639,837.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 76,361 shares
    Change vs previous 13F +3,080 shares

    0.08% of the 13F portfolio, value $8,675,374.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 73,281 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,290,726.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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