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Virtus Investment Advisers, LLC: SMC position timeline

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

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

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -119,749 shares

    13F-HR 0002079921-26-000004 filed by Virtus Fixed Income Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    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 119,749 shares
    Change vs previous 13F 0 shares

    2.42% of the 13F portfolio, value $3,194,903.

    13F-HR 0002079921-26-000002 filed by Virtus Fixed Income 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 ended2025-09-30
    13F 119,749 shares
    Change vs previous 13F 0 shares

    1.85% of the 13F portfolio, value $2,459,644.

    13F-HR 0001628280-25-051555 filed by Virtus Fixed Income 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 ended2025-06-30
    13F 119,749 shares
    Share basis changed not comparable

    Membership change: Virtus Fixed Income Advisers, LLC joined the group. 2.67% of the 13F portfolio, value $2,937,443.

    13F-HR 0002079921-25-000002 filed by Virtus Fixed Income Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 0 shares
    • Virtus Fixed Income Advisers, LLC: 119,749 shares

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

  5. period ended2025-03-31
    13F 108,293 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $3,670,050.

    13F-HR 0000019481-25-000015 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 ended2024-12-31
    13F 108,293 shares
    Change vs previous 13F 0 shares

    12.75% of the 13F portfolio, value $4,091,310.

    13F-HR 0001591068-25-000003 filed by VIRTUS CAPITAL ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 108,293 shares
    Change vs previous 13F not available

    15.46% of the 13F portfolio, value $3,793,504.

    13F-HR 0001862664-24-000006 filed by VIRTUS CAPITAL ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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