Skip to content
Disclosery

VERITY Wealth Advisors: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VERITY Wealth Advisors on ACWX, newest first. How the timeline and the estimate are built.

VERITY Wealth Advisors held 56,508 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,508 shares
    Change vs previous 13F +165 shares

    2.6% of the 13F portfolio, value $4,300,844.

    13F-HR 0001763138-26-000004 filed by VERITY Wealth Advisors
    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 56,343 shares
    Change vs previous 13F 0 shares

    2.58% of the 13F portfolio, value $3,857,793.

    13F-HR 0001763138-26-000002 filed by VERITY Wealth Advisors
    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 56,343 shares
    Change vs previous 13F +232 shares

    2.35% of the 13F portfolio, value $3,782,294.

    13F-HR 0001763138-26-000001 filed by VERITY Wealth Advisors
    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 56,111 shares
    Change vs previous 13F 0 shares

    2.3% of the 13F portfolio, value $3,647,771.

    13F-HR 0001763138-25-000007 filed by VERITY Wealth Advisors
    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 56,111 shares
    Change vs previous 13F +208 shares

    2.3% of the 13F portfolio, value $3,419,400.

    13F-HR 0001763138-25-000005 filed by VERITY Wealth Advisors
    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 55,903 shares
    Change vs previous 13F 0 shares

    2.3% of the 13F portfolio, value $3,099,840.

    13F-HR 0001763138-25-000004 filed by VERITY Wealth Advisors
    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 55,903 shares
    Change vs previous 13F +210 shares

    2.1% of the 13F portfolio, value $2,915,918.

    13F-HR 0001763138-25-000001 filed by VERITY Wealth Advisors
    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 55,693 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $3,186,736.

    13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).