Westside Investment Management, Inc. ACV VIRTUS DIVERSIFIED

Ownership history in Westside Investment Management, Inc.  ·  6 quarters on record

AI Ownership Summary

Westside Investment Management, Inc. reported VIRTUS DIVERSIFIED (ACV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows ACV at 0.01% 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 Westside Investment Management, Inc.'s position in VIRTUS DIVERSIFIED, 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

ACV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 Westside Investment Management, Inc. held ACV — position size vs. price
% of Fund (quarterly)    ACV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,867 0% 0.01% $45K 2026-05-04 $26.81
2025 Q4 UNCHANGED 1,867 0% 0.01% $49K 2026-01-23 $27.19
2025 Q3 UNCHANGED 1,867 0% 0.01% $45K 2025-11-04 $24.15
2025 Q2 UNCHANGED 1,867 0% 0.01% $43K 2025-08-05 $20.71
2025 Q1 UNCHANGED 1,867 0% 0.01% $37K 2025-04-25 $17.90
2024 Q4 INITIATED 1,867 0.01% $41K 2025-01-17 $19.68

FAQ About Westside Investment Management, Inc. and ACV

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

How long has Westside Investment Management, Inc. reported owning ACV?

Westside Investment Management, Inc. reported ACV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ACV position in Westside Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for ACV was 0.01% in 2024 Q4.

What is the latest reported ACV position on this page?

The most recent filing on this page is 2026 Q1, when Westside Investment Management, Inc. reported 1,867 shares, equal to 0.01% of portfolio, with an estimated market value of $45K.

What does the chart on this ACV ownership page compare?

The chart compares Westside Investment Management, Inc.'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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