Skip to content

VERITY Wealth Advisors: VEU position timeline

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

VERITY Wealth Advisors held 165,088 VEU 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 165,088 shares
    Change vs previous 13F +3,605 shares

    8.35% of the 13F portfolio, value $13,826,088.

    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 161,483 shares
    Change vs previous 13F -2,026 shares

    8.1% of the 13F portfolio, value $12,127,391.

    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 163,509 shares
    Change vs previous 13F +41 shares

    7.47% of the 13F portfolio, value $12,027,728.

    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 163,468 shares
    Change vs previous 13F -123 shares

    7.37% of the 13F portfolio, value $11,666,680.

    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 163,591 shares
    Change vs previous 13F +9,861 shares

    7.39% of the 13F portfolio, value $10,996,609.

    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 153,730 shares
    Change vs previous 13F -177 shares

    6.91% of the 13F portfolio, value $9,325,284.

    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 153,907 shares
    Change vs previous 13F -7 shares

    6.38% of the 13F portfolio, value $8,835,789.

    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 153,914 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $9,696,573.

    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).