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Virtus Wealth Solutions LLC: MSFT position timeline

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

Virtus Wealth Solutions LLC held 6,661 MSFT 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 6,661 shares
    Change vs previous 13F -863 shares

    0.34% of the 13F portfolio, value $2,484,585.

    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 7,524 shares
    Change vs previous 13F -8,776 shares

    0.53% of the 13F portfolio, value $2,785,059.

    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 16,300 shares
    Change vs previous 13F -315 shares

    1.5% of the 13F portfolio, value $7,882,932.

    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 16,615 shares
    Change vs previous 13F 0 shares

    1.66% of the 13F portfolio, value $8,605,971.

    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 16,615 shares
    Change vs previous 13F -190 shares

    1.7% of the 13F portfolio, value $8,264,625.

    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 16,805 shares
    Change vs previous 13F -733 shares

    1.91% of the 13F portfolio, value $6,308,342.

    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 17,538 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $7,392,114.

    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).