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Disclosery

Virtus Family Office LLC: SHV position timeline

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

Virtus Family Office LLC held 0 SHV 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 0 shares
    Change vs previous 13F -4,292 shares

    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).

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

  2. period ended2026-03-31
    13F 4,292 shares
    Change vs previous 13F +1,650 shares

    0.4% of the 13F portfolio, value $473,794.

    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 2,642 shares
    Change vs previous 13F -770 shares

    0.25% of the 13F portfolio, value $291,016.

    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 3,412 shares
    Change vs previous 13F -3,910 shares

    0.35% of the 13F portfolio, value $376,992.

    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 7,322 shares
    Change vs previous 13F +595 shares

    1.04% of the 13F portfolio, value $808,495.

    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 6,727 shares
    Change vs previous 13F -41,607 shares

    0.95% of the 13F portfolio, value $743,064.

    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 48,334 shares
    Change vs previous 13F +40,525 shares

    6.67% of the 13F portfolio, value $5,322,057.

    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 7,809 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $863,910.

    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).