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Disclosery

Virtus Wealth Solutions LLC: DDIV position timeline

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

Virtus Wealth Solutions LLC held 209,344 DDIV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,344 shares
    Change vs previous 13F -8,421 shares

    1.28% of the 13F portfolio, value $9,439,230.

    13F-HR 0002045870-26-000004 filed by Virtus Wealth Solutions 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 217,765 shares
    Change vs previous 13F -5,822 shares

    1.68% of the 13F portfolio, value $8,807,162.

    13F-HR 0002045870-26-000003 filed by Virtus Wealth Solutions 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 223,587 shares
    Change vs previous 13F -12,062 shares

    1.76% of the 13F portfolio, value $9,287,791.

    13F-HR 0002045870-26-000001 filed by Virtus Wealth Solutions 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 235,649 shares
    Change vs previous 13F -5,272 shares

    1.82% of the 13F portfolio, value $9,471,221.

    13F-HR 0002045870-25-000009 filed by Virtus Wealth Solutions 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 240,921 shares
    Change vs previous 13F -1,860 shares

    1.9% of the 13F portfolio, value $9,203,199.

    13F-HR 0001085146-25-004193 filed by Virtus Wealth Solutions 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 242,781 shares
    Change vs previous 13F -529 shares

    2.78% of the 13F portfolio, value $9,169,836.

    13F-HR 0001085146-25-002296 filed by Virtus Wealth Solutions 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 243,310 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $9,189,782.

    13F-HR 0001085146-25-001261 filed by Virtus Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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