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Disclosery

Verity Asset Management, Inc.: EPV position timeline

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

Verity Asset Management, Inc. held 37,371 EPV 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 37,371 shares
    Change vs previous 13F +13,585 shares

    0.26% of the 13F portfolio, value $682,978.

    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 23,786 shares
    Change vs previous 13F +1,953 shares

    0.22% of the 13F portfolio, value $523,292.

    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 21,833 shares
    Change vs previous 13F +3,302 shares

    0.2% of the 13F portfolio, value $477,051.

    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 18,531 shares
    Change vs previous 13F +7,857 shares

    0.15% of the 13F portfolio, value $453,454.

    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 10,674 shares
    Change vs previous 13F +1,469 shares

    0.13% of the 13F portfolio, value $277,311.

    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 9,205 shares
    Change vs previous 13F +2,076 shares

    0.13% of the 13F portfolio, value $309,564.

    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 7,129 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $296,233.

    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).