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Disclosery

Verity Asset Management, Inc.: IVW position timeline

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

Verity Asset Management, Inc. held 15,955 IVW 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 15,955 shares
    Change vs previous 13F +416 shares

    0.83% of the 13F portfolio, value $2,193,859.

    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 15,539 shares
    Change vs previous 13F +513 shares

    0.74% of the 13F portfolio, value $1,757,545.

    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 15,026 shares
    Change vs previous 13F -13,664 shares

    0.8% of the 13F portfolio, value $1,852,153.

    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 28,690 shares
    Change vs previous 13F +10,864 shares

    1.13% of the 13F portfolio, value $3,463,314.

    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 17,826 shares
    Change vs previous 13F -20,482 shares

    0.94% of the 13F portfolio, value $1,962,795.

    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 38,308 shares
    Change vs previous 13F +18,983 shares

    1.45% of the 13F portfolio, value $3,556,010.

    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 19,325 shares
    Change vs previous 13F -18,207 shares

    1.11% of the 13F portfolio, value $1,962,105.

    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 37,532 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,593,380.

    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).