ACV β€” VIRTUS DIVERSIFIED INCM & CO

Ownership history in Relyea Zuckerberg Hanson LLC  Β·  2 quarters on record

AI Ownership Summary

Relyea Zuckerberg Hanson LLC reported VIRTUS DIVERSIFIED INCM & CO (ACV) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows ACV at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Relyea Zuckerberg Hanson LLC's position in VIRTUS DIVERSIFIED INCM & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ACV was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Relyea Zuckerberg Hanson LLC held ACV β€” position size vs. price
% of Fund (quarterly)    ACV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,051 -2,000 -16.6% 0.03% $264K 2026-02-14 (Est.) $26.46
2025 Q3 INITIATED 12,051 β€” β€” 0.03% $290K 2025-10-21 $23.38

FAQ About Relyea Zuckerberg Hanson LLC and ACV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Relyea Zuckerberg Hanson LLC reported owning ACV?

Relyea Zuckerberg Hanson LLC reported ACV across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported ACV position in Relyea Zuckerberg Hanson LLC's portfolio?

The largest reported portfolio weight for ACV was 0.03% in 2025 Q3.

What is the latest reported ACV position on this page?

The most recent filing on this page is 2025 Q4, when Relyea Zuckerberg Hanson LLC reported 10,051 shares, equal to 0.03% of portfolio, with an estimated market value of $264K.

What does the chart on this ACV ownership page compare?

The chart compares Relyea Zuckerberg Hanson LLC's quarterly ACV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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