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Trifecta Capital Advisors, LLC: VRT position timeline

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

Trifecta Capital Advisors, LLC held 30,126 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,126 shares
    Change vs previous 13F +1,476 shares

    1.3% of the 13F portfolio, value $10,086,788.

    13F-HR 0001962615-26-000003 filed by Trifecta Capital 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 28,650 shares
    Change vs previous 13F +2,215 shares

    1.11% of the 13F portfolio, value $7,179,119.

    13F-HR 0001962615-26-000002 filed by Trifecta Capital 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 26,435 shares
    Change vs previous 13F +4,145 shares

    0.63% of the 13F portfolio, value $4,282,736.

    13F-HR 0001962615-26-000001 filed by Trifecta Capital 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 22,290 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,362,671.

    13F-HR 0001962615-25-000006 filed by Trifecta Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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