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Disclosery

Virtus Family Office LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Virtus Family Office LLC on EFV, newest first. How the timeline and the estimate are built.

Virtus Family Office LLC held 28,029 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,029 shares
    Change vs previous 13F +642 shares

    1.7% of the 13F portfolio, value $2,145,620.

    13F-HR 0001214659-26-009495 filed by Virtus Family Office 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 27,387 shares
    Change vs previous 13F -38 shares

    1.74% of the 13F portfolio, value $2,036,223.

    13F-HR 0001214659-26-005687 filed by Virtus Family Office 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 27,425 shares
    Change vs previous 13F +2,026 shares

    1.69% of the 13F portfolio, value $1,958,419.

    13F-HR 0001214659-26-001100 filed by Virtus Family Office 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 25,399 shares
    Change vs previous 13F +12,457 shares

    1.61% of the 13F portfolio, value $1,722,814.

    13F-HR 0001214659-25-015959 filed by Virtus Family Office 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 12,942 shares
    Change vs previous 13F +2,796 shares

    1.05% of the 13F portfolio, value $821,558.

    13F-HR 0001214659-25-011415 filed by Virtus Family Office 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 10,146 shares
    Change vs previous 13F -49 shares

    0.77% of the 13F portfolio, value $598,005.

    13F-HR 0001214659-25-007407 filed by Virtus Family Office 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 10,195 shares
    Change vs previous 13F -5,975 shares

    0.67% of the 13F portfolio, value $534,932.

    13F-HR 0001214659-25-002405 filed by Virtus Family Office 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 16,170 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $930,260.

    13F-HR 0001214659-24-018720 filed by Virtus Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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