HDV β€” ISHARES HIGH DIVIDEND ETF

Ownership history in Verity Asset Management, Inc.  Β·  7 quarters on record

AI Ownership Summary

Verity Asset Management, Inc. reported ISHARES HIGH DIVIDEND ETF (HDV) in 7 quarterly 13F filings from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 1.01% in 2025 Q4. The latest visible filing shows HDV at 1.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Verity Asset Management, Inc.'s position in ISHARES HIGH DIVIDEND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HDV was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Verity Asset Management, Inc. held HDV β€” position size vs. price
% of Fund (quarterly)    HDV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 19,346 +17,063 +747.4% 1.01% $2.4M 2026-02-14 (Est.) $137.90
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Verity Asset Management, Inc. and HDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Verity Asset Management, Inc. reported owning HDV?

Verity Asset Management, Inc. reported HDV across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported HDV position in Verity Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for HDV was 1.01% in 2025 Q4.

What is the latest reported HDV position on this page?

The most recent filing on this page is 2025 Q4, when Verity Asset Management, Inc. reported 19,346 shares, equal to 1.01% of portfolio, with an estimated market value of $2.4M.

What does the chart on this HDV ownership page compare?

The chart compares Verity Asset Management, Inc.'s quarterly HDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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