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Virtus Investment Advisers, LLC: XERS position timeline

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

Virtus Investment Advisers, LLC held 171,264 XERS 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 171,264 shares
    Change vs previous 13F +133,234 shares

    0.32% of the 13F portfolio, value $1,356,411.

    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 38,030 shares
    Change vs previous 13F +928 shares

    0.06% of the 13F portfolio, value $220,574.

    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 37,102 shares
    Change vs previous 13F +11,358 shares

    0.08% of the 13F portfolio, value $291,251.

    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 25,744 shares
    Change vs previous 13F +4,470 shares

    0.06% of the 13F portfolio, value $209,556.

    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 21,274 shares
    Change vs previous 13F -27,014 shares

    0.03% of the 13F portfolio, value $99,350.

    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 48,288 shares
    Change vs previous 13F +27,378 shares

    0.07% of the 13F portfolio, value $265,101.

    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: 48,288 shares
    • VIRTUS ADVISERS, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 20,910 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $70,885.

    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).