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Disclosery

Veridan Wealth LLC: COST position timeline

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

Veridan Wealth LLC held 332 COST 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 332 shares
    Change vs previous 13F +33 shares

    0.11% of the 13F portfolio, value $310,540.

    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 299 shares
    Change vs previous 13F -374 shares

    0.11% of the 13F portfolio, value $297,533.

    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 673 shares
    Change vs previous 13F -31 shares

    0.2% of the 13F portfolio, value $580,470.

    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 704 shares
    Change vs previous 13F -25 shares

    0.22% of the 13F portfolio, value $652,034.

    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 729 shares
    Change vs previous 13F +355 shares

    0.31% of the 13F portfolio, value $689,848.

    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 374 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $375,861.

    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).