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Disclosery

Veridan Wealth LLC: IJR position timeline

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

Veridan Wealth LLC held 17,293 IJR shares at 2025-03-31 per its 13F-HR filed 2025-04-22.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 17,293 shares
    Change vs previous 13F +1,841 shares

    0.82% of the 13F portfolio, value $1,808,354.

    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).

  2. period ended2024-12-31
    13F 15,452 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,805,869.

    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).