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Verity Asset Management, Inc.: VBR position timeline

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

Verity Asset Management, Inc. held 15,223 VBR 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 15,223 shares
    Change vs previous 13F +880 shares

    1.4% of the 13F portfolio, value $3,698,958.

    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 14,343 shares
    Change vs previous 13F +1,225 shares

    1.31% of the 13F portfolio, value $3,116,125.

    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 13,118 shares
    Change vs previous 13F -16,580 shares

    1.19% of the 13F portfolio, value $2,778,195.

    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 29,698 shares
    Change vs previous 13F +15,553 shares

    2.02% of the 13F portfolio, value $6,198,428.

    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 14,145 shares
    Change vs previous 13F -15,095 shares

    1.32% of the 13F portfolio, value $2,758,294.

    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 29,240 shares
    Change vs previous 13F +14,799 shares

    2.22% of the 13F portfolio, value $5,446,888.

    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 14,441 shares
    Change vs previous 13F -14,603 shares

    1.56% of the 13F portfolio, value $2,776,304.

    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 29,044 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $5,831,506.

    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).