VRTS β€” VIRTUS INVT PARTNERS INC

Ownership history in Retirement Wealth Solutions LLC  Β·  2 quarters on record

AI Ownership Summary

Retirement Wealth Solutions LLC reported VIRTUS INVT PARTNERS INC (VRTS) in 2 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows VRTS at 0.00% 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 VRTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retirement Wealth Solutions LLC's position in VIRTUS INVT PARTNERS INC, 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
2026 Q1

VRTS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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 2026 Q1

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 Retirement Wealth Solutions LLC held VRTS β€” position size vs. price
% of Fund (quarterly)    VRTS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4 +2 +100.0% 0.00% $538 2026-04-07 $129.06
2025 Q3 INITIATED 2 β€” β€” 0.00% $381 2025-10-08 $187.11

FAQ About Retirement Wealth Solutions LLC and VRTS

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

How long has Retirement Wealth Solutions LLC reported owning VRTS?

Retirement Wealth Solutions LLC reported VRTS across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported VRTS position in Retirement Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for VRTS was 0.00% in 2026 Q1.

What is the latest reported VRTS position on this page?

The most recent filing on this page is 2026 Q1, when Retirement Wealth Solutions LLC reported 4 shares, equal to 0.00% of portfolio, with an estimated market value of $538.

What does the chart on this VRTS ownership page compare?

The chart compares Retirement Wealth Solutions LLC's quarterly VRTS 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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