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Virtus Wealth Solutions LLC: SPY position timeline

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

Virtus Wealth Solutions LLC held 15,691 SPY 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 15,691 shares
    Change vs previous 13F -4,162 shares

    1.59% of the 13F portfolio, value $11,717,726.

    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 19,853 shares
    Change vs previous 13F -7,361 shares

    2.46% of the 13F portfolio, value $12,911,063.

    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 27,214 shares
    Change vs previous 13F +22,252 shares

    3.52% of the 13F portfolio, value $18,558,033.

    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 4,962 shares
    Change vs previous 13F +38 shares

    0.64% of the 13F portfolio, value $3,305,438.

    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 4,924 shares
    Change vs previous 13F +325 shares

    0.63% of the 13F portfolio, value $3,042,414.

    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 4,599 shares
    Change vs previous 13F +69 shares

    0.78% of the 13F portfolio, value $2,572,503.

    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 4,530 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,654,978.

    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).