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Disclosery

Verus Financial Partners, Inc.: VBR position timeline

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

Verus Financial Partners, Inc. held 132,360 VBR 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 132,360 shares
    Change vs previous 13F -2,311 shares

    2.75% of the 13F portfolio, value $32,162,160.

    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 134,671 shares
    Change vs previous 13F -3,149 shares

    2.76% of the 13F portfolio, value $30,739,908.

    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 137,820 shares
    Change vs previous 13F -6,742 shares

    2.85% of the 13F portfolio, value $30,925,379.

    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 144,562 shares
    Change vs previous 13F -3,853 shares

    2.9% of the 13F portfolio, value $30,171,586.

    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 148,415 shares
    Change vs previous 13F -144,367 shares

    3.04% of the 13F portfolio, value $29,858,187.

    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 292,782 shares
    Change vs previous 13F +960 shares

    5.79% of the 13F portfolio, value $50,721,536.

    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 291,822 shares
    Change vs previous 13F -837 shares

    6.4% of the 13F portfolio, value $56,966,623.

    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 292,659 shares
    Change vs previous 13F not available

    6.38% of the 13F portfolio, value $58,233,219.

    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).