Skip to content
Disclosery

VERITY Wealth Advisors: IVV position timeline

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

VERITY Wealth Advisors held 37,776 IVV 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 37,776 shares
    Change vs previous 13F 0 shares

    17.09% of the 13F portfolio, value $28,289,980.

    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 37,776 shares
    Change vs previous 13F -74 shares

    16.48% of the 13F portfolio, value $24,675,583.

    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 37,850 shares
    Change vs previous 13F 0 shares

    16.1% of the 13F portfolio, value $25,924,898.

    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 37,850 shares
    Change vs previous 13F 0 shares

    16% of the 13F portfolio, value $25,332,925.

    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 37,850 shares
    Change vs previous 13F -34 shares

    15.79% of the 13F portfolio, value $23,500,991.

    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 37,884 shares
    Change vs previous 13F 0 shares

    15.78% of the 13F portfolio, value $21,286,953.

    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 37,884 shares
    Change vs previous 13F 0 shares

    16.1% of the 13F portfolio, value $22,301,483.

    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 37,884 shares
    Change vs previous 13F not available

    15.36% of the 13F portfolio, value $21,852,180.

    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).