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Virtus Investment Advisers, LLC: FOLD position timeline

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

Virtus Investment Advisers, LLC held 0 FOLD shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -66,300 shares

    13F-HR 0000019481-26-000004 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 66,300 shares
    Change vs previous 13F -10,248 shares

    0.16% of the 13F portfolio, value $944,112.

    13F-HR 0000019481-26-000002 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 64,777 shares
    • VIRTUS ADVISERS, LLC: 1,523 shares

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

  3. period ended2025-09-30
    13F/A 76,548 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $603,198.

    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: 72,025 shares
    • VIRTUS ADVISERS, LLC: 4,523 shares

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

  4. period ended2025-06-30
    13F/A 76,548 shares
    Change vs previous 13F +22,526 shares

    0.1% of the 13F portfolio, value $438,620.

    13F-HR 0001587281-25-000007 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 72,025 shares
    • VIRTUS ADVISERS, LLC: 4,523 shares

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

  5. period ended2025-03-31
    13F/A 54,022 shares
    Change vs previous 13F +1,365 shares

    0.08% of the 13F portfolio, value $440,820.

    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: 35,370 shares
    • VIRTUS ADVISERS, LLC: 18,652 shares

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

  6. period ended2024-12-31
    13F 52,657 shares
    Change vs previous 13F +21,718 shares

    0.12% of the 13F portfolio, value $496,029.

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

    • Virtus Investment Advisers, LLC: 15,100 shares
    • VIRTUS CAPITAL ADVISERS, LLC: 3,108 shares
    • VIRTUS ADVISERS, LLC: 34,449 shares

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

  7. period ended2024-09-30
    13F 30,939 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $330,429.

    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).