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Virtus Investment Advisers, LLC: AEP position timeline

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

Virtus Investment Advisers, LLC held 1,498 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,498 shares
    Change vs previous 13F +27 shares

    0.05% of the 13F portfolio, value $204,941.

    13F-HR 0000019481-26-000008 filed by Virtus Investment Advisers, 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 1,471 shares
    Change vs previous 13F +52 shares

    0.05% of the 13F portfolio, value $192,819.

    13F-HR 0000019481-26-000004 filed by Virtus Investment Advisers, 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 1,419 shares
    Change vs previous 13F -194 shares

    0.04% of the 13F portfolio, value $163,625.

    13F-HR 0000019481-26-000002 filed by Virtus Investment Advisers, 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/A 1,613 shares
    Change vs previous 13F -3,313 shares

    0.05% of the 13F portfolio, value $181,463.

    13F-HR 0001628280-25-052170 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 1,613 shares
    • VIRTUS ADVISERS, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 4,926 shares
    Change vs previous 13F +3,310 shares

    0.11% of the 13F portfolio, value $511,121.

    13F-HR/A 0001587281-26-000004 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 1,686 shares
    • VIRTUS ADVISERS, LLC: 3,240 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 1,616 shares
    Change vs previous 13F -115 shares

    0.05% of the 13F portfolio, value $176,580.

    13F-HR 0000019481-25-000015 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 1,616 shares
    • VIRTUS ADVISERS, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,731 shares
    Change vs previous 13F -128 shares

    0.07% of the 13F portfolio, value $159,650.

    13F-HR 0001591068-25-000007 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,859 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $190,733.

    13F-HR 0001862664-24-000010 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).