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Disclosery

VERITY Wealth Advisors: EPP position timeline

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

VERITY Wealth Advisors held 5,740 EPP 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 5,740 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $305,712.

    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 5,740 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $305,024.

    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 5,740 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $289,698.

    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 5,740 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $295,954.

    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 5,740 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $283,384.

    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 5,740 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $253,134.

    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 5,740 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $251,469.

    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 5,740 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $280,342.

    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).