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Disclosery

Verity Asset Management, Inc.: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verity Asset Management, Inc. on BEN, newest first. How the timeline and the estimate are built.

Verity Asset Management, Inc. held 20,788 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,788 shares
    Change vs previous 13F +1,328 shares

    0.26% of the 13F portfolio, value $691,617.

    13F-HR 0001597298-26-000003 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,460 shares
    Change vs previous 13F +3,678 shares

    0.19% of the 13F portfolio, value $459,645.

    13F-HR 0001597298-26-000002 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,782 shares
    Change vs previous 13F +2,223 shares

    0.16% of the 13F portfolio, value $377,032.

    13F-HR 0001597298-26-000001 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,559 shares
    Change vs previous 13F -6,738 shares

    0.1% of the 13F portfolio, value $313,620.

    13F-HR 0001597298-25-000005 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,297 shares
    Change vs previous 13F -124 shares

    0.23% of the 13F portfolio, value $484,083.

    13F-HR 0001597298-25-000004 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,421 shares
    Change vs previous 13F +765 shares

    0.16% of the 13F portfolio, value $393,104.

    13F-HR 0001597298-25-000002 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,656 shares
    Change vs previous 13F +2,605 shares

    0.22% of the 13F portfolio, value $398,820.

    13F-HR 0001597298-25-000001 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,051 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $343,578.

    13F-HR 0001597298-24-000004 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).