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Disclosery

Wealth Management Partners, LLC: VRT position timeline

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

Wealth Management Partners, LLC held 12,903 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,903 shares
    Change vs previous 13F -1,000 shares

    1.02% of the 13F portfolio, value $4,320,264.

    13F-HR 0001843294-26-000004 filed by Wealth Management 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 ended2026-03-31
    13F 13,903 shares
    Change vs previous 13F -3,071 shares

    1% of the 13F portfolio, value $3,483,861.

    13F-HR 0001843294-26-000002 filed by Wealth Management 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 ended2025-12-31
    13F 16,974 shares
    Change vs previous 13F +41 shares

    0.79% of the 13F portfolio, value $2,749,983.

    13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 16,933 shares
    Change vs previous 13F +2,251 shares

    0.81% of the 13F portfolio, value $2,554,526.

    13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 14,682 shares
    Change vs previous 13F +3,197 shares

    0.66% of the 13F portfolio, value $1,853,755.

    13F-HR 0001085146-25-003755 filed by Wealth Management Partners, 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 11,485 shares
    Change vs previous 13F +8,705 shares

    0.38% of the 13F portfolio, value $829,217.

    13F-HR 0001085146-25-002028 filed by Wealth Management Partners, 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 2,780 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $315,836.

    13F-HR 0001085146-25-000272 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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