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Verus Financial Partners, Inc.: BIV position timeline

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

Verus Financial Partners, Inc. held 706,952 BIV 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 706,952 shares
    Change vs previous 13F +34,984 shares

    4.64% of the 13F portfolio, value $54,223,227.

    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 671,968 shares
    Change vs previous 13F +72,355 shares

    4.66% of the 13F portfolio, value $51,956,579.

    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 599,613 shares
    Change vs previous 13F +26,942 shares

    4.3% of the 13F portfolio, value $46,703,888.

    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 572,671 shares
    Change vs previous 13F +14,561 shares

    4.3% of the 13F portfolio, value $44,719,867.

    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 558,110 shares
    Change vs previous 13F +15,174 shares

    4.36% of the 13F portfolio, value $42,818,176.

    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 542,936 shares
    Change vs previous 13F +12,045 shares

    4.69% of the 13F portfolio, value $41,159,986.

    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 530,891 shares
    Change vs previous 13F +5,763 shares

    4.41% of the 13F portfolio, value $39,243,499.

    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 525,128 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $41,154,298.

    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).