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Disclosery

VERITY Wealth Advisors: IJR position timeline

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

VERITY Wealth Advisors held 1,640 IJR 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 1,640 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $243,228.

    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 1,640 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $203,868.

    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).