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Verus Financial Partners, Inc.: VTEB position timeline

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

Verus Financial Partners, Inc. held 184,834 VTEB 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 184,834 shares
    Change vs previous 13F +871 shares

    0.8% of the 13F portfolio, value $9,348,926.

    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 183,963 shares
    Change vs previous 13F +1,322 shares

    0.83% of the 13F portfolio, value $9,251,521.

    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 182,641 shares
    Change vs previous 13F +1,763 shares

    0.85% of the 13F portfolio, value $9,230,690.

    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 180,878 shares
    Change vs previous 13F -1,639 shares

    0.87% of the 13F portfolio, value $9,056,583.

    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 182,517 shares
    Change vs previous 13F -80,112 shares

    0.91% of the 13F portfolio, value $8,934,187.

    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 262,629 shares
    Change vs previous 13F +25,084 shares

    1.46% of the 13F portfolio, value $12,763,774.

    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 237,545 shares
    Change vs previous 13F +7,792 shares

    1.33% of the 13F portfolio, value $11,808,347.

    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 229,753 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $11,749,568.

    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).