Skip to main content

Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

VRTS holding history

Virtus Investment Partners, Inc. in every 13F filed by Rise Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VRTS overviewAll 13F holders of VRTSFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2024
Holdings of VRTS by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−75−100.0%Sold outHolders
Q3 202575$14.3K<0.1%+1+1.4%AddedHolders
Q2 202574$13.5K<0.1%+1+1.4%AddedHolders
Q1 202573$12.6K<0.1%+14+23.7%AddedHolders
Q4 202459$12.9K<0.1%+1+1.7%AddedHolders
Q3 202458$12.2K<0.1%+1+1.8%AddedHolders
Q2 202457$13.0K<0.1%00.0%UnchangedHolders
Q1 202457$14.1K<0.1%+57NewHolders