Current Market Value 78,051,052
Current Holdings 43
Most Recent File Date 2025-08-04
Total Filings on Record 12
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Virtus Family Office LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-04 2025-06-30 13F-HR 43 78,051
2025-05-12 2025-03-31 13F-HR 40 77,883
2025-02-11 2024-12-31 13F-HR 39 79,775
2024-11-12 2024-09-30 13F-HR 47 75,774
2024-08-12 2024-06-30 13F-HR 45 73,440
2024-05-14 2024-03-31 13F-HR 40 62,648
2024-02-13 2023-12-31 13F-HR 41 59,706
2023-11-13 2023-09-30 13F-HR 41 55,060
2023-08-14 2023-06-30 13F-HR 41 53,959
2023-05-11 2023-03-31 13F-HR 35 50,665
2023-02-13 2022-12-31 13F-HR 35 44,782
2022-11-14 2022-09-30 13F-HR 39 39,127