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Virtus Investment Advisers, LLC: UE position timeline

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

Virtus Investment Advisers, LLC held 42,565 UE 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 42,565 shares
    Change vs previous 13F +33,262 shares

    0.14% of the 13F portfolio, value $973,888.

    13F-HR 0001587281-26-000015 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 8,736 shares
    • VIRTUS ADVISERS, LLC: 33,829 shares

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

  2. period ended2026-03-31
    13F 9,303 shares
    Change vs previous 13F +821 shares

    0.05% of the 13F portfolio, value $185,874.

    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 8,482 shares
    Change vs previous 13F +31 shares

    0.04% of the 13F portfolio, value $162,770.

    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 8,451 shares
    Change vs previous 13F -783 shares

    0.05% of the 13F portfolio, value $172,992.

    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/A 9,234 shares
    Change vs previous 13F -12,287 shares

    0.06% of the 13F portfolio, value $172,306.

    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: 9,234 shares
    • VIRTUS ADVISERS, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 21,521 shares
    Change vs previous 13F +7,521 shares

    0.08% of the 13F portfolio, value $408,899.

    13F-HR/A 0001587281-26-000002 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 6,949 shares
    • VIRTUS ADVISERS, LLC: 14,572 shares

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

  7. period ended2024-12-31
    13F 14,000 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $301,000.

    13F-HR 0001591068-25-000005 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).