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Disclosery

Vertrix Wealth Management, LLC: CF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vertrix Wealth Management, LLC on CF, newest first. How the timeline and the estimate are built.

Vertrix Wealth Management, LLC held 31,285 CF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,285 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $3,604,022.

    13F-HR 0001085146-26-000889 filed by Vertrix Wealth Management, LLC
    Accepted , ingested