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44 WEALTH MANAGEMENT LLC: VIRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 44 WEALTH MANAGEMENT LLC on VIRT, newest first. How the timeline and the estimate are built.

44 WEALTH MANAGEMENT LLC held 38,797 VIRT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,797 shares
    Change vs previous 13F -2,087 shares

    0.76% of the 13F portfolio, value $2,311,137.

    13F-HR 0001765380-26-000397 filed by 44 WEALTH MANAGEMENT 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 40,884 shares
    Change vs previous 13F -2,101 shares

    0.63% of the 13F portfolio, value $1,798,078.

    13F-HR 0001765380-26-000215 filed by 44 WEALTH MANAGEMENT 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 42,985 shares
    Change vs previous 13F -440 shares

    0.48% of the 13F portfolio, value $1,432,260.

    13F-HR 0001420506-26-000216 filed by 44 WEALTH MANAGEMENT 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 43,425 shares
    Change vs previous 13F -1,030 shares

    0.52% of the 13F portfolio, value $1,541,588.

    13F-HR 0001420506-25-003363 filed by 44 WEALTH MANAGEMENT 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 44,455 shares
    Change vs previous 13F +227 shares

    0.71% of the 13F portfolio, value $1,991,139.

    13F-HR 0001420506-25-002191 filed by 44 WEALTH MANAGEMENT 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 44,228 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,685,971.

    13F-HR 0001831187-25-000002 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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