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Virtus Wealth Solutions LLC: QQQ position timeline

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

Virtus Wealth Solutions LLC held 67,649 QQQ 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 67,649 shares
    Change vs previous 13F -1,221 shares

    6.78% of the 13F portfolio, value $49,816,523.

    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 68,870 shares
    Change vs previous 13F -20,203 shares

    7.57% of the 13F portfolio, value $39,750,501.

    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 89,073 shares
    Change vs previous 13F -24,430 shares

    10.39% of the 13F portfolio, value $54,718,706.

    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 113,503 shares
    Change vs previous 13F -2,300 shares

    13.11% of the 13F portfolio, value $68,144,087.

    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 115,803 shares
    Change vs previous 13F +28,442 shares

    13.17% of the 13F portfolio, value $63,881,477.

    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 87,361 shares
    Change vs previous 13F -28,965 shares

    12.43% of the 13F portfolio, value $40,965,344.

    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 116,326 shares
    Change vs previous 13F not available

    14.01% of the 13F portfolio, value $59,469,326.

    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).