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Disclosery

Verity Asset Management, Inc.: SPY position timeline

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

Verity Asset Management, Inc. held 17,596 SPY 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 17,596 shares
    Change vs previous 13F +2,386 shares

    4.97% of the 13F portfolio, value $13,140,871.

    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 15,210 shares
    Change vs previous 13F -7,767 shares

    4.15% of the 13F portfolio, value $9,891,546.

    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 22,977 shares
    Change vs previous 13F -7,060 shares

    6.73% of the 13F portfolio, value $15,668,590.

    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 30,037 shares
    Change vs previous 13F +823 shares

    6.53% of the 13F portfolio, value $20,010,478.

    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 29,214 shares
    Change vs previous 13F +2,303 shares

    8.62% of the 13F portfolio, value $18,050,161.

    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 26,911 shares
    Change vs previous 13F -9,280 shares

    6.13% of the 13F portfolio, value $15,053,916.

    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 36,191 shares
    Change vs previous 13F +2,051 shares

    10.15% of the 13F portfolio, value $18,008,480.

    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 34,140 shares
    Change vs previous 13F not available

    7.38% of the 13F portfolio, value $19,588,295.

    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).