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Disclosery

First Turn Management, LLC: VRDN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Turn Management, LLC on VRDN, newest first. How the timeline and the estimate are built.

First Turn Management, LLC held 1,670,000 VRDN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,670,000 shares
    Change vs previous 13F +758,663 shares

    3.28% of the 13F portfolio, value $30,677,900.

    13F-HR 0001993440-26-000004 filed by First Turn Management, LLC
    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 911,337 shares
    Change vs previous 13F +220,809 shares

    1.99% of the 13F portfolio, value $17,825,752.

    13F-HR 0001993440-26-000002 filed by First Turn Management, LLC
    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 690,528 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $21,489,231.

    13F-HR 0001993440-26-000001 filed by First Turn Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).