Prosperity Wealth Management, Inc.
- SEC CIK
- 0001991463
- Latest filing
- Mar 27, 2026
VRT holding history
Vertiv Holdings Co in every 13F filed by Prosperity Wealth Management, Inc., 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 Q4 2025 holdings
- Shares (Q4 2025)
- 9,560
- Value
- $1.55M
- % of portfolio
- 0.5%
- Quarters held
- 8
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 9,560 | $1.55M | 0.5% | +536+5.9% | Added | Holders |
| Q3 2025 | 9,024 | $1.36M | 0.5% | −56−0.6% | Reduced | Holders |
| Q2 2025 | 9,080 | $1.17M | 0.4% | −1,503−14.2% | Reduced | Holders |
| Q1 2025 | 10,583 | $764.1K | 0.4% | +3,665+53.0% | Added | Holders |
| Q4 2024 | 6,918 | $786.0K | 0.3% | −1,587−18.7% | Reduced | Holders |
| Q3 2024 | 8,505 | $846.2K | 0.3% | +5,193+156.8% | Added | Holders |
| Q2 2024 | 3,312 | $286.7K | 0.1% | +273+9.0% | Added | Holders |
| Q1 2024 | 3,039 | $248.2K | 0.1% | +3,039 | New | Holders |