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Disclosery

VERITY Wealth Advisors: BSV position timeline

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

VERITY Wealth Advisors held 9,767 BSV 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 9,767 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $760,947.

    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 9,767 shares
    Change vs previous 13F -4,815 shares

    0.51% of the 13F portfolio, value $765,830.

    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 14,582 shares
    Change vs previous 13F -322 shares

    0.71% of the 13F portfolio, value $1,149,207.

    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 14,904 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,176,075.

    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 14,904 shares
    Change vs previous 13F +231 shares

    0.79% of the 13F portfolio, value $1,172,945.

    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 14,673 shares
    Change vs previous 13F -823 shares

    0.85% of the 13F portfolio, value $1,148,602.

    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 15,496 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $1,197,376.

    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 15,496 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,219,380.

    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).