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TCFG Investment Advisors, LLC: VRT position timeline

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

TCFG Investment Advisors, LLC held 1,245 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,245 shares
    Change vs previous 13F -1,055 shares

    0.14% of the 13F portfolio, value $416,851.

    13F-HR 0001754960-26-000554 filed by TCFG Investment 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 2,300 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $576,334.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 1,150 shares
    • TCFG Investment Advisors, LLC: 1,150 shares

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