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Westover Capital Advisors, LLC: VRT position timeline

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

Westover Capital Advisors, LLC held 9,060 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,060 shares
    Change vs previous 13F +369 shares

    0.5% of the 13F portfolio, value $3,033,469.

    13F-HR 0001483467-26-000003 filed by Westover 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 8,691 shares
    Change vs previous 13F -100 shares

    0.4% of the 13F portfolio, value $2,177,790.

    13F-HR 0001483467-26-000002 filed by Westover 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 8,791 shares
    Change vs previous 13F +1,187 shares

    0.26% of the 13F portfolio, value $1,424,230.

    13F-HR 0001483467-26-000001 filed by Westover 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 7,604 shares
    Change vs previous 13F +169 shares

    0.21% of the 13F portfolio, value $1,147,139.

    13F-HR 0001483467-25-000009 filed by Westover Capital 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 7,435 shares
    Change vs previous 13F -4,584 shares

    0.19% of the 13F portfolio, value $954,728.

    13F-HR 0001483467-25-000008 filed by Westover Capital 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 12,019 shares
    Change vs previous 13F +3,083 shares

    0.19% of the 13F portfolio, value $867,772.

    13F-HR 0001262677-25-000002 filed by Westover Capital 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 8,936 shares
    Change vs previous 13F +1,200 shares

    0.22% of the 13F portfolio, value $1,015,219.

    13F-HR 0001483467-25-000002 filed by Westover Capital 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 7,736 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $769,655.

    13F-HR 0001762294-24-000004 filed by Westover Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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