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VERITY Wealth Advisors: VCSH position timeline

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

VERITY Wealth Advisors held 13,676 VCSH 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 13,676 shares
    Change vs previous 13F +36 shares

    0.65% of the 13F portfolio, value $1,080,828.

    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 13,640 shares
    Change vs previous 13F +22 shares

    0.72% of the 13F portfolio, value $1,081,262.

    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 13,618 shares
    Change vs previous 13F +47 shares

    0.67% of the 13F portfolio, value $1,085,732.

    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 13,571 shares
    Change vs previous 13F +34 shares

    0.69% of the 13F portfolio, value $1,084,736.

    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 13,537 shares
    Change vs previous 13F +34 shares

    0.72% of the 13F portfolio, value $1,076,173.

    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 13,503 shares
    Change vs previous 13F +21 shares

    0.79% of the 13F portfolio, value $1,065,923.

    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 13,482 shares
    Change vs previous 13F +42 shares

    0.76% of the 13F portfolio, value $1,051,732.

    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 13,440 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,067,425.

    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).