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Disclosery

VERITY Wealth Advisors: STT position timeline

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

VERITY Wealth Advisors held 4,964 STT 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 4,964 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $841,894.

    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 4,964 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $628,244.

    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 4,964 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $640,406.

    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 4,964 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $575,874.

    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 4,964 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $527,872.

    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 4,964 shares
    Change vs previous 13F -230 shares

    0.33% of the 13F portfolio, value $444,427.

    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 5,194 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $509,791.

    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 5,194 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $459,513.

    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).