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Virtus Investment Advisers, LLC: IVR position timeline

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

Virtus Investment Advisers, LLC held 16,704 IVR 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 16,704 shares
    Change vs previous 13F -696 shares

    0.05% of the 13F portfolio, value $131,962.

    13F-HR 0001587281-26-000015 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).

  2. period ended2026-03-31
    13F 17,400 shares
    Change vs previous 13F -4,176 shares

    0.07% of the 13F portfolio, value $140,592.

    13F-HR 0001587281-26-000011 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).

  3. period ended2025-12-31
    13F 21,576 shares
    Change vs previous 13F +6,876 shares

    0.09% of the 13F portfolio, value $181,454.

    13F-HR 0001587281-26-000008 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).

  4. period ended2025-09-30
    13F/A 14,700 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $111,132.

    13F-HR/A 0001587281-26-000006 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).