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Disclosery

Veridan Wealth LLC: IEF position timeline

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

Veridan Wealth LLC held 47,157 IEF 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 47,157 shares
    Change vs previous 13F +4,285 shares

    1.55% of the 13F portfolio, value $4,459,679.

    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 42,872 shares
    Change vs previous 13F +1,568 shares

    1.54% of the 13F portfolio, value $4,091,724.

    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 41,304 shares
    Change vs previous 13F +1,751 shares

    1.33% of the 13F portfolio, value $3,971,812.

    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 39,553 shares
    Change vs previous 13F +19,690 shares

    1.31% of the 13F portfolio, value $3,815,298.

    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 19,863 shares
    Change vs previous 13F +398 shares

    0.86% of the 13F portfolio, value $1,894,371.

    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 19,465 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,806,157.

    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).