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Disclosery

Verus Financial Partners, Inc.: DISV position timeline

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

Verus Financial Partners, Inc. held 15,024 DISV 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 15,024 shares
    Change vs previous 13F +219 shares

    0.05% of the 13F portfolio, value $602,915.

    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 14,805 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $615,901.

    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 14,799 shares
    Change vs previous 13F +96 shares

    0.06% of the 13F portfolio, value $603,369.

    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 14,703 shares
    Change vs previous 13F +71 shares

    0.05% of the 13F portfolio, value $524,742.

    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 14,632 shares
    Change vs previous 13F +254 shares

    0.05% of the 13F portfolio, value $488,850.

    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 14,378 shares
    Change vs previous 13F +2,392 shares

    0.05% of the 13F portfolio, value $414,075.

    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 11,986 shares
    Change vs previous 13F +74 shares

    0.04% of the 13F portfolio, value $312,947.

    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 11,912 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $342,344.

    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).