Back to NIE
Farther Finance Advisors, LLC → NIE
Farther Finance Advisors, LLC NIE Position History
Virtus Equity & Convertible Income Fund
Quarters held
10
Latest value
$32K
Q3 2026
Peak value
$77K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24K |
| Q3 2025 | $1K |
| Q4 2025 | $24K |
| Q4 2025 | $2K |
| Q1 2026 | $28K |
| Q1 2026 | $2K |
| Q2 2026 | $31K |
| Q2 2026 | $77K |
| Q3 2026 | $29K |
| Q3 2026 | $32K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32K | 553 | — | — |
| Q3 2026 | $29K | 1.2K | — | — |
| Q2 2026 | $77K | 1.2K | — | — |
| Q2 2026 | $31K | 1.2K | — | — |
| Q1 2026 | $2K | 49 | — | — |
| Q1 2026 | $28K | 1.2K | — | — |
| Q4 2025 | $2K | 35 | — | — |
| Q4 2025 | $24K | 950 | — | — |
| Q3 2025 | $1K | 33 | — | — |
| Q3 2025 | $24K | 950 | — | — |
Other funds holding NIE
$176.1M
$149.2M
$142.6M
$122.3M
$122.3M
$115.9M
$108M
$82.8M