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Disclosery

Veridan Wealth LLC: BIV position timeline

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

Veridan Wealth LLC held 3,107 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,107 shares
    Change vs previous 13F -88,737 shares

    0.08% of the 13F portfolio, value $238,329.

    13F-HR 0001951757-26-001205 filed by Veridan Wealth 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 91,844 shares
    Change vs previous 13F +274 shares

    2.67% of the 13F portfolio, value $7,088,489.

    13F-HR 0001951757-26-000871 filed by Veridan Wealth 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 91,570 shares
    Change vs previous 13F +1,826 shares

    2.4% of the 13F portfolio, value $7,131,441.

    13F-HR 0001951757-26-000451 filed by Veridan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 89,744 shares
    Change vs previous 13F +28,415 shares

    2.41% of the 13F portfolio, value $7,008,108.

    13F-HR 0001951757-25-001380 filed by Veridan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 61,329 shares
    Change vs previous 13F +817 shares

    2.12% of the 13F portfolio, value $4,695,954.

    13F-HR 0001951757-25-000411 filed by Veridan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 60,512 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $4,535,411.

    13F-HR 0001951757-25-000185 filed by Veridan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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