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Disclosery

Verus Financial Partners, Inc.: IWD position timeline

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

Verus Financial Partners, Inc. held 9,203 IWD 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 9,203 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $2,230,965.

    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 9,202 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $2,069,818.

    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 9,201 shares
    Change vs previous 13F -1,534 shares

    0.19% of the 13F portfolio, value $2,015,941.

    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 10,735 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $2,185,635.

    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 10,734 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $2,106,707.

    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 10,733 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $1,908,018.

    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 10,732 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $1,970,059.

    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 10,731 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,028,708.

    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).