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Virtus Wealth Solutions LLC: TER position timeline

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

Virtus Wealth Solutions LLC held 51,803 TER 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 51,803 shares
    Change vs previous 13F -142 shares

    3.41% of the 13F portfolio, value $25,064,364.

    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 51,945 shares
    Change vs previous 13F +1,698 shares

    2.93% of the 13F portfolio, value $15,399,520.

    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 50,247 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $9,725,809.

    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).