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Disclosery

Veridan Wealth LLC: EFIV position timeline

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

Veridan Wealth LLC held 5,294 EFIV 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 5,294 shares
    Change vs previous 13F -323 shares

    0.13% of the 13F portfolio, value $386,121.

    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 5,617 shares
    Change vs previous 13F -149 shares

    0.13% of the 13F portfolio, value $354,348.

    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 5,766 shares
    Change vs previous 13F -144 shares

    0.13% of the 13F portfolio, value $381,445.

    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 5,910 shares
    Change vs previous 13F +91 shares

    0.13% of the 13F portfolio, value $375,845.

    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 5,819 shares
    Change vs previous 13F -1,360 shares

    0.14% of the 13F portfolio, value $311,332.

    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 7,179 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $408,106.

    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).