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Virtus Wealth Solutions LLC: DWUS position timeline

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

Virtus Wealth Solutions LLC held 1,506,264 DWUS 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 1,506,264 shares
    Change vs previous 13F -74,117 shares

    13.05% of the 13F portfolio, value $95,947,516.

    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 1,580,381 shares
    Change vs previous 13F +1,050 shares

    15.32% of the 13F portfolio, value $80,460,824.

    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 1,579,331 shares
    Change vs previous 13F -10,195 shares

    16.25% of the 13F portfolio, value $85,610,321.

    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 1,589,526 shares
    Change vs previous 13F -15,486 shares

    16.62% of the 13F portfolio, value $86,336,720.

    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 1,605,012 shares
    Change vs previous 13F -6,489 shares

    16.81% of the 13F portfolio, value $81,534,623.

    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 1,611,501 shares
    Change vs previous 13F -6,703 shares

    22.74% of the 13F portfolio, value $74,934,790.

    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 1,618,204 shares
    Change vs previous 13F not available

    18.33% of the 13F portfolio, value $77,819,423.

    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).