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Stolper Co

SEC CIK
0001808195
Latest filing
Jul 14, 2026

NIE holding history

Virtus Equity & Convertible Income Fund in every 13F filed by Stolper Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NIE overviewAll 13F holders of NIEFull Q2 2026 holdings

Shares (Q2 2026)
34,455
Value
$925.0K
% of portfolio
0.2%
Quarters held
16
Since Q3 2022
Holdings of NIE by Stolper Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,455$925.0K0.2%−3,270−8.7%ReducedHolders
Q1 202637,725$1.19M0.4%+5,083+15.6%AddedHolders
Q4 202532,642$813.0K0.2%+719+2.3%AddedHolders
Q3 202531,923$802.0K0.2%+18+0.1%AddedHolders
Q2 202531,905$763.0K0.3%+1,174+3.8%AddedHolders
Q1 202530,731$680.0K0.2%+325+1.1%AddedHolders
Q4 202430,406$750.0K0.2%−483−1.6%ReducedHolders
Q3 202430,889$711.0K0.2%+437+1.4%AddedHolders
Q2 202430,452$708.0K0.2%+50+0.2%AddedHolders
Q1 202430,402$681.0K0.2%+1,404+4.8%AddedHolders
Q4 202328,998$606.0K0.2%−1,370−4.5%ReducedHolders
Q3 202330,368$604.0K0.3%−172−0.6%ReducedHolders
Q2 202330,540$646.0K0.3%−736−2.4%ReducedHolders
Q1 202331,276$615.0K0.3%+2,468+8.6%AddedHolders
Q4 202228,808$525.0K0.2%−1,078−3.6%ReducedHolders
Q3 202229,886$607.0K0.3%+29,886NewHolders