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Verus Financial Partners, Inc.: PM position timeline

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

Verus Financial Partners, Inc. held 26,723 PM 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 26,723 shares
    Change vs previous 13F +670 shares

    0.41% of the 13F portfolio, value $4,834,396.

    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 26,053 shares
    Change vs previous 13F -24 shares

    0.37% of the 13F portfolio, value $4,070,467.

    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 26,077 shares
    Change vs previous 13F -432 shares

    0.42% of the 13F portfolio, value $4,583,292.

    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 26,509 shares
    Change vs previous 13F +2,142 shares

    0.41% of the 13F portfolio, value $4,299,730.

    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 24,367 shares
    Change vs previous 13F -781 shares

    0.44% of the 13F portfolio, value $4,336,882.

    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 25,148 shares
    Change vs previous 13F +223 shares

    0.46% of the 13F portfolio, value $4,026,022.

    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 24,925 shares
    Change vs previous 13F +6 shares

    0.33% of the 13F portfolio, value $2,919,986.

    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 24,919 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,004,931.

    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).