ACV β€” VIRTUS DIVERSIFIED INCM & CO

Ownership history in WORLD EQUITY GROUP, INC.  Β·  6 quarters on record

AI Ownership Summary

WORLD EQUITY GROUP, INC. reported VIRTUS DIVERSIFIED INCM & CO (ACV) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.26% in 2024 Q4. The latest visible filing shows ACV at 0.22% 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 WORLD EQUITY GROUP, INC.'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 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% 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 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 WORLD EQUITY GROUP, INC. held ACV β€” position size vs. price
% of Fund (quarterly)    ACV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 29,867 +3,125 +11.7% 0.22% $785K 2026-02-14 (Est.) $26.65
2025 Q3 ADDED 26,742 +750 +2.9% 0.15% $644K 2025-10-24 $23.61
2025 Q2 ADDED 25,992 +6,950 +36.5% 0.16% $595K 2025-07-15 $20.92
2025 Q1 REDUCED 19,042 -35,459 -65.1% 0.11% $381K 2025-04-22 $17.46
2024 Q4 ADDED 54,501 +39,909 +273.5% 0.26% $1.2M 2025-02-04 $20.19
2024 Q3 INITIATED 14,592 β€” β€” 0.11% $313K 2024-10-30 $18.00

FAQ About WORLD EQUITY GROUP, 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 WORLD EQUITY GROUP, INC. reported owning ACV?

WORLD EQUITY GROUP, INC. reported ACV across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ACV position in WORLD EQUITY GROUP, INC.'s portfolio?

The largest reported portfolio weight for ACV was 0.26% in 2024 Q4.

What is the latest reported ACV position on this page?

The most recent filing on this page is 2025 Q4, when WORLD EQUITY GROUP, INC. reported 29,867 shares, equal to 0.22% of portfolio, with an estimated market value of $785K.

What does the chart on this ACV ownership page compare?

The chart compares WORLD EQUITY GROUP, 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.

← Back to WORLD EQUITY GROUP, INC. Holdings