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Whelan Financial

SEC CIK
0001894921
Latest filing
Jul 24, 2026

VRT holding history

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

VRT overviewAll 13F holders of VRTFull Q2 2026 holdings

Shares (Q2 2026)
813
Value
$272.3K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of VRT by Whelan Financial, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026813$272.3K0.1%00.0%UnchangedHolders
Q1 2026813$203.8K0.1%+813NewHolders