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Virtus Investment Advisers, LLC: SAR position timeline

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

Virtus Investment Advisers, LLC held 20,757 SAR 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 20,757 shares
    Change vs previous 13F -4,995 shares

    0.11% of the 13F portfolio, value $463,089.

    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 25,752 shares
    Change vs previous 13F -6,889 shares

    0.16% of the 13F portfolio, value $563,196.

    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 32,641 shares
    Change vs previous 13F -3,644 shares

    0.2% of the 13F portfolio, value $753,028.

    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 36,285 shares
    Change vs previous 13F -15 shares

    0.25% of the 13F portfolio, value $884,991.

    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 36,300 shares
    Change vs previous 13F -6,888 shares

    0.3% of the 13F portfolio, value $900,240.

    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 43,188 shares
    Change vs previous 13F +9,429 shares

    0.3% of the 13F portfolio, value $1,093,952.

    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: 43,188 shares
    • VIRTUS ADVISERS, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 33,759 shares
    Change vs previous 13F -757 shares

    0.33% of the 13F portfolio, value $807,515.

    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 34,516 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $800,426.

    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).