VERITY Wealth Advisors: VWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VERITY Wealth Advisors on VWO, newest first. How the timeline and the estimate are built.
VERITY Wealth Advisors held 84,936 VWO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 84,936 sharesChange vs previous 13F 0 shares
3.06% of the 13F portfolio, value $5,069,830.
13F-HR 0001763138-26-000004 filed by VERITY Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 84,936 sharesChange vs previous 13F -1,181 shares
3.07% of the 13F portfolio, value $4,590,791.
13F-HR 0001763138-26-000002 filed by VERITY Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 86,117 sharesChange vs previous 13F 0 shares
2.87% of the 13F portfolio, value $4,629,650.
13F-HR 0001763138-26-000001 filed by VERITY Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 86,117 sharesChange vs previous 13F 0 shares
2.95% of the 13F portfolio, value $4,665,819.
13F-HR 0001763138-25-000007 filed by VERITY Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 86,117 sharesChange vs previous 13F -11 shares
2.86% of the 13F portfolio, value $4,259,347.
13F-HR 0001763138-25-000005 filed by VERITY Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 86,128 sharesChange vs previous 13F +1,121 shares
2.89% of the 13F portfolio, value $3,898,153.
13F-HR 0001763138-25-000004 filed by VERITY Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 85,007 sharesChange vs previous 13F 0 shares
2.7% of the 13F portfolio, value $3,743,708.
13F-HR 0001763138-25-000001 filed by VERITY Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 85,007 sharesChange vs previous 13F not available
2.86% of the 13F portfolio, value $4,067,585.
13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).