Naviter Wealth, LLC

SEC CIK: 0001855567
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

VRT holding history

Vertiv Holdings Co in every 13F filed by Naviter Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VRT overview All 13F holders of VRT Full Q2 2026 holdings

Shares (Q2 2026): 710
Value: $237.7K
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2025

Holdings of VRT by Naviter Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	710	$237.7K	<0.1%	+710	New	Holders
Q3 2025	0	$0	0.0%	−2,289−100.0%	Sold out	Holders
Q2 2025	2,289	$293.9K	<0.1%	+2,289	New	Holders