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VERITY Wealth Advisors: PICB position timeline

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

VERITY Wealth Advisors held 35,790 PICB 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 35,790 shares
    Change vs previous 13F +3,359 shares

    0.5% of the 13F portfolio, value $828,896.

    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 32,431 shares
    Change vs previous 13F +15,142 shares

    0.5% of the 13F portfolio, value $749,156.

    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 17,289 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $412,853.

    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 17,289 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $411,997.

    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 17,289 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $418,048.

    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).