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Verus Financial Partners, Inc.: DFIV position timeline

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

Verus Financial Partners, Inc. held 860,998 DFIV 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 860,998 shares
    Change vs previous 13F +14,261 shares

    3.98% of the 13F portfolio, value $46,511,122.

    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 846,737 shares
    Change vs previous 13F -4,982 shares

    4.2% of the 13F portfolio, value $46,841,489.

    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 851,719 shares
    Change vs previous 13F +6,823 shares

    4.11% of the 13F portfolio, value $44,655,612.

    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 844,896 shares
    Change vs previous 13F -9,187 shares

    3.75% of the 13F portfolio, value $38,966,603.

    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 854,083 shares
    Change vs previous 13F +21,942 shares

    3.79% of the 13F portfolio, value $37,161,133.

    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 832,141 shares
    Change vs previous 13F +20,845 shares

    3.63% of the 13F portfolio, value $31,829,407.

    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 811,296 shares
    Change vs previous 13F +10,460 shares

    3.22% of the 13F portfolio, value $28,663,102.

    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 800,836 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $30,327,663.

    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).