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Verity Asset Management, Inc.: PDI position timeline

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

Verity Asset Management, Inc. held 48,739 PDI 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 48,739 shares
    Change vs previous 13F +3,090 shares

    0.31% of the 13F portfolio, value $813,941.

    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 45,649 shares
    Change vs previous 13F +3,880 shares

    0.33% of the 13F portfolio, value $781,040.

    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 41,769 shares
    Change vs previous 13F +4,760 shares

    0.32% of the 13F portfolio, value $739,723.

    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 37,009 shares
    Change vs previous 13F +1,274 shares

    0.24% of the 13F portfolio, value $732,771.

    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 35,735 shares
    Change vs previous 13F -14,482 shares

    0.32% of the 13F portfolio, value $677,891.

    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 50,217 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $994,302.

    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).