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Virtue Capital Management, LLC: VTWG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Virtue Capital Management, LLC on VTWG, newest first. How the timeline and the estimate are built.

Virtue Capital Management, LLC held 18,829 VTWG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,829 shares
    Change vs previous 13F +1,470 shares

    0.72% of the 13F portfolio, value $5,416,734.

    13F-HR 0001104659-26-091051 filed by Virtue Capital Management, LLC
    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 17,359 shares
    Change vs previous 13F -6,754 shares

    0.58% of the 13F portfolio, value $3,811,168.

    13F-HR 0001104659-26-056825 filed by Virtue Capital Management, LLC
    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/A 24,113 shares
    Change vs previous 13F +20,800 shares

    0.89% of the 13F portfolio, value $5,760,701.

    13F-HR/A 0001104659-26-016820 filed by Virtue Capital Management, LLC
    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/A 3,313 shares
    Change vs previous 13F -36,306 shares

    0.17% of the 13F portfolio, value $1,087,105.

    13F-HR/A 0001104659-26-016822 filed by Virtue Capital Management, LLC
    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 39,619 shares
    Change vs previous 13F -5,790 shares

    1.52% of the 13F portfolio, value $8,259,373.

    13F-HR 0001104659-25-077270 filed by Virtue Capital Management, LLC
    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 45,409 shares
    Change vs previous 13F -10,101 shares

    0.99% of the 13F portfolio, value $8,480,585.

    13F-HR 0001104659-25-049438 filed by Virtue Capital Management, LLC
    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 55,510 shares
    Change vs previous 13F -977 shares

    2.35% of the 13F portfolio, value $11,664,871.

    13F-HR 0001104659-25-017266 filed by Virtue Capital Management, LLC
    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 56,487 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $11,706,931.

    13F-HR 0001104659-24-120092 filed by Virtue Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).