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Disclosery

Vericrest Private Wealth: DDWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vericrest Private Wealth on DDWM, newest first. How the timeline and the estimate are built.

Vericrest Private Wealth held 89,313 DDWM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,313 shares
    Change vs previous 13F +5,776 shares

    3.67% of the 13F portfolio, value $4,124,457.

    13F-HR 0001912300-26-000005 filed by Vericrest Private Wealth
    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 83,537 shares
    Change vs previous 13F +10,162 shares

    3.31% of the 13F portfolio, value $3,684,822.

    13F-HR 0001912300-26-000004 filed by Vericrest Private Wealth
    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 73,375 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $3,194,738.

    13F-HR 0001912300-26-000003 filed by Vericrest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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