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VERITY Wealth Advisors: BND position timeline

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

VERITY Wealth Advisors held 15,022 BND 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 15,022 shares
    Change vs previous 13F -516 shares

    0.67% of the 13F portfolio, value $1,102,760.

    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 15,538 shares
    Change vs previous 13F -570 shares

    0.76% of the 13F portfolio, value $1,144,236.

    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 16,108 shares
    Change vs previous 13F +46 shares

    0.74% of the 13F portfolio, value $1,193,104.

    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 16,062 shares
    Change vs previous 13F +115 shares

    0.75% of the 13F portfolio, value $1,194,523.

    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 15,947 shares
    Change vs previous 13F +113 shares

    0.79% of the 13F portfolio, value $1,174,206.

    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 15,834 shares
    Change vs previous 13F +72 shares

    0.86% of the 13F portfolio, value $1,162,989.

    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 15,762 shares
    Change vs previous 13F +140 shares

    0.82% of the 13F portfolio, value $1,133,463.

    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 15,622 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,173,336.

    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).