Skip to content
Disclosery

VERITY Wealth Advisors: IEMG position timeline

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

VERITY Wealth Advisors held 15,912 IEMG 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 15,912 shares
    Change vs previous 13F +60 shares

    0.8% of the 13F portfolio, value $1,318,140.

    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 15,852 shares
    Change vs previous 13F +3,726 shares

    0.74% of the 13F portfolio, value $1,105,709.

    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 12,126 shares
    Change vs previous 13F +130 shares

    0.51% of the 13F portfolio, value $815,141.

    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 11,996 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $790,804.

    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 11,996 shares
    Change vs previous 13F +91 shares

    0.48% of the 13F portfolio, value $720,145.

    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 11,905 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $642,499.

    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 11,905 shares
    Change vs previous 13F +162 shares

    0.45% of the 13F portfolio, value $621,666.

    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 11,743 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $674,186.

    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).