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Disclosery

Verus Financial Partners, Inc.: VTIP position timeline

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

Verus Financial Partners, Inc. held 286,832 VTIP 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 286,832 shares
    Change vs previous 13F +2,350 shares

    1.23% of the 13F portfolio, value $14,407,579.

    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 284,482 shares
    Change vs previous 13F +7,007 shares

    1.28% of the 13F portfolio, value $14,266,754.

    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 277,475 shares
    Change vs previous 13F +277,475 shares

    1.26% of the 13F portfolio, value $13,743,332.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.