Verity & Verity, LLC

All 13F Filings

Location
Beaufort, SC
Most recent 13F
Q2 2026
Holdings value ($000)
1,453,818
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/28/2026 138 1,453,818 13F-HR Verity & Verity, LLC
Q1 2026 4/15/2026 138 1,342,454 13F-HR Verity & Verity, LLC
Q4 2025 2/10/2026 152 1,287,822 13F-HR Verity & Verity, LLC
Q3 2025 10/21/2025 134 1,249,460 13F-HR Verity & Verity, LLC
Q2 2025 8/12/2025 133 1,163,366 13F-HR Verity & Verity, LLC
Q1 2014 5/21/2014 63 184,218 13F-HR/A - RESTATEMENT Verity & Verity, LLC
Q1 2014 5/15/2014 167 188,603 13F-HR Verity & Verity, LLC
Q4 2013 2/10/2014 69 181,066 13F-HR Verity & Verity, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.437 M 98.9% 110.6 K 0 110.6 K
ETFs 16.4 K 1.1% 731 0 731
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Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
1,453,818
Holdings
138
QoQ value change ($000)
111,364 (8.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.