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Disclosery

Veridan Wealth LLC: FPEI position timeline

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

Veridan Wealth LLC held 117,893 FPEI 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 117,893 shares
    Change vs previous 13F -10,116 shares

    0.79% of the 13F portfolio, value $2,274,154.

    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 128,009 shares
    Change vs previous 13F +3,726 shares

    0.92% of the 13F portfolio, value $2,432,180.

    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 124,283 shares
    Change vs previous 13F +2,471 shares

    0.81% of the 13F portfolio, value $2,409,855.

    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 121,812 shares
    Change vs previous 13F -1,210 shares

    0.81% of the 13F portfolio, value $2,355,847.

    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 123,022 shares
    Change vs previous 13F +3,818 shares

    1.04% of the 13F portfolio, value $2,300,511.

    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 119,204 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,227,930.

    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).