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Verus Financial Partners, Inc.: AVSF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verus Financial Partners, Inc. on AVSF, newest first. How the timeline and the estimate are built.

Verus Financial Partners, Inc. held 1,358,338 AVSF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,358,338 shares
    Change vs previous 13F +2,432 shares

    5.41% of the 13F portfolio, value $63,255,239.

    13F-HR 0001481714-26-000005 filed by Verus Financial Partners, Inc.
    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 1,355,906 shares
    Change vs previous 13F +13,308 shares

    5.69% of the 13F portfolio, value $63,439,443.

    13F-HR 0001481714-26-000003 filed by Verus Financial Partners, Inc.
    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 1,342,598 shares
    Change vs previous 13F -206,884 shares

    5.82% of the 13F portfolio, value $63,283,350.

    13F-HR 0001481714-26-000001 filed by Verus Financial Partners, Inc.
    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 1,549,482 shares
    Change vs previous 13F +46,505 shares

    7.04% of the 13F portfolio, value $73,157,377.

    13F-HR 0001481714-25-000012 filed by Verus Financial Partners, Inc.
    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 1,502,977 shares
    Change vs previous 13F +42,661 shares

    7.17% of the 13F portfolio, value $70,346,830.

    13F-HR 0001481714-25-000006 filed by Verus Financial Partners, Inc.
    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 1,460,316 shares
    Change vs previous 13F +30,849 shares

    7.74% of the 13F portfolio, value $67,868,170.

    13F-HR 0001481714-25-000005 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,429,467 shares
    Change vs previous 13F +38,713 shares

    7.38% of the 13F portfolio, value $65,726,914.

    13F-HR 0001481714-25-000002 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,390,754 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $65,365,436.

    13F-HR 0001481714-24-000009 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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