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Virtus Investment Advisers, LLC: ROIV position timeline

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

Virtus Investment Advisers, LLC held 56,718 ROIV 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 56,718 shares
    Change vs previous 13F +2,666 shares

    0.29% of the 13F portfolio, value $2,007,250.

    13F-HR 0000019481-26-000008 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 38,711 shares
    • VIRTUS ADVISERS, LLC: 18,007 shares

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

  2. period ended2026-03-31
    13F 54,052 shares
    Change vs previous 13F +23,130 shares

    0.26% of the 13F portfolio, value $1,497,240.

    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: 38,202 shares
    • VIRTUS ADVISERS, LLC: 15,850 shares

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

  3. period ended2025-12-31
    13F 30,922 shares
    Change vs previous 13F -7,822 shares

    0.18% of the 13F portfolio, value $671,007.

    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 38,744 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $586,197.

    13F-HR 0001628280-25-052170 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).

  5. period ended2025-06-30
    13F 38,744 shares
    Change vs previous 13F +8,525 shares

    0.15% of the 13F portfolio, value $436,645.

    13F-HR 0001587281-25-000007 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).

  6. period ended2025-03-31
    13F/A 30,219 shares
    Change vs previous 13F +787 shares

    0.08% of the 13F portfolio, value $304,910.

    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: 30,219 shares
    • VIRTUS ADVISERS, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 29,432 shares
    Change vs previous 13F -1,035 shares

    0.14% of the 13F portfolio, value $348,181.

    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 30,467 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $351,589.

    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).