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Virtus Wealth Solutions LLC: SPLV position timeline

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

Virtus Wealth Solutions LLC held 14,353 SPLV 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 14,353 shares
    Change vs previous 13F +71 shares

    0.15% of the 13F portfolio, value $1,075,014.

    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 14,282 shares
    Change vs previous 13F -23 shares

    0.2% of the 13F portfolio, value $1,044,619.

    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 14,305 shares
    Change vs previous 13F +79 shares

    0.19% of the 13F portfolio, value $1,021,649.

    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 14,226 shares
    Change vs previous 13F +75 shares

    0.2% of the 13F portfolio, value $1,045,316.

    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 14,151 shares
    Change vs previous 13F -2,665 shares

    0.21% of the 13F portfolio, value $1,030,453.

    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 16,816 shares
    Change vs previous 13F +71 shares

    0.38% of the 13F portfolio, value $1,256,496.

    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 16,745 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,172,140.

    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).