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Disclosery

Veridan Wealth LLC: IEI position timeline

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

Veridan Wealth LLC held 44,643 IEI 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 44,643 shares
    Change vs previous 13F +24,310 shares

    1.83% of the 13F portfolio, value $5,243,377.

    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 20,333 shares
    Change vs previous 13F +906 shares

    0.91% of the 13F portfolio, value $2,411,551.

    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 19,427 shares
    Change vs previous 13F +398 shares

    0.78% of the 13F portfolio, value $2,318,614.

    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 19,029 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,274,170.

    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).