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Livermore
Livermore
ZHEN

VERITY Wealth Advisors

SEC CIK
0001763138
Latest filing
Jul 16, 2026

STT holding history

State Street Corp in every 13F filed by VERITY Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STT overviewAll 13F holders of STTFull Q2 2026 holdings

Shares (Q2 2026)
4,964
Value
$841.9K
% of portfolio
0.5%
Quarters held
17
Since Q2 2022
Holdings of STT by VERITY Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,964$841.9K0.5%00.0%UnchangedHolders
Q1 20264,964$628.2K0.4%00.0%UnchangedHolders
Q4 20254,964$640.4K0.4%00.0%UnchangedHolders
Q3 20254,964$575.9K0.4%00.0%UnchangedHolders
Q2 20254,964$527.9K0.4%00.0%UnchangedHolders
Q1 20254,964$444.4K0.3%−230−4.4%ReducedHolders
Q4 20245,194$509.8K0.4%00.0%UnchangedHolders
Q3 20245,194$459.5K0.3%00.0%UnchangedHolders
Q2 20245,194$384.4K0.3%00.0%UnchangedHolders
Q1 20245,194$401.6K0.3%−347−6.3%ReducedHolders
Q4 20235,541$429.2K0.4%00.0%UnchangedHolders
Q3 20235,541$371.0K0.3%00.0%UnchangedHolders
Q2 20235,541$405.5K0.4%00.0%UnchangedHolders
Q1 20235,541$419.4K0.4%00.0%UnchangedHolders
Q4 20225,541$429.8K0.4%00.0%UnchangedHolders
Q3 20225,541$337.0K0.3%00.0%UnchangedHolders
Q2 20225,541$342.0K0.3%+5,541NewHolders