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Virtus Investment Advisers, LLC: VSHY position timeline

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

Virtus Investment Advisers, LLC held 1,134,074 VSHY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,134,074 shares
    Change vs previous 13F -52 shares

    15.55% of the 13F portfolio, value $24,636,737.

    13F-HR 0002079921-26-000012 filed by Virtus Fixed Income Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • VIRTUS ADVISERS, LLC: 0 shares
    • Virtus Fixed Income Advisers, LLC: 1,134,074 shares

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

  2. period ended2026-03-31
    13F 1,134,126 shares
    Change vs previous 13F +17 shares

    7.22% of the 13F portfolio, value $24,395,050.

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

    • VIRTUS ADVISERS, LLC: 34 shares
    • Virtus Fixed Income Advisers, LLC: 1,134,092 shares

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

  3. period ended2025-12-31
    13F 1,134,109 shares
    Change vs previous 13F +26 shares

    7.19% of the 13F portfolio, value $24,727,999.

    13F-HR 0002079921-26-000002 filed by Virtus Fixed Income Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • VIRTUS ADVISERS, LLC: 34 shares
    • Virtus Fixed Income Advisers, LLC: 1,134,075 shares

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

  4. period ended2025-09-30
    13F/A 1,134,083 shares
    Change vs previous 13F -1 shares

    7.92% of the 13F portfolio, value $24,921,474.

    13F-HR 0001628280-25-051555 filed by Virtus Fixed Income Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • VIRTUS ADVISERS, LLC: 34 shares
    • Virtus Fixed Income Advisers, LLC: 1,134,049 shares

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

  5. period ended2025-06-30
    13F/A 1,134,084 shares
    Share basis changed not comparable

    Membership change: Virtus Fixed Income Advisers, LLC joined the group. 9.04% of the 13F portfolio, value $24,774,179.

    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 ADVISERS, LLC: 35 shares
    • Virtus Fixed Income Advisers, LLC: 1,134,049 shares

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

  6. period ended2025-03-31
    13F/A 1,134,033 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $24,553,288.

    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: 1,134,000 shares
    • VIRTUS ADVISERS, LLC: 33 shares

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