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Verity Asset Management, Inc.: XBI position timeline

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

Verity Asset Management, Inc. held 22,564 XBI 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 22,564 shares
    Change vs previous 13F +703 shares

    1.35% of the 13F portfolio, value $3,570,753.

    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 21,861 shares
    Change vs previous 13F +447 shares

    1.17% of the 13F portfolio, value $2,792,306.

    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 21,414 shares
    Change vs previous 13F +1,227 shares

    1.12% of the 13F portfolio, value $2,611,009.

    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 20,187 shares
    Change vs previous 13F +517 shares

    0.66% of the 13F portfolio, value $2,022,737.

    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 19,670 shares
    Change vs previous 13F -132 shares

    0.78% of the 13F portfolio, value $1,631,233.

    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 19,802 shares
    Change vs previous 13F +117 shares

    0.65% of the 13F portfolio, value $1,605,942.

    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 19,685 shares
    Change vs previous 13F -404 shares

    1% of the 13F portfolio, value $1,772,831.

    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 20,089 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,984,793.

    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).