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Disclosery

Veridan Wealth LLC: IMTM position timeline

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

Veridan Wealth LLC held 118,750 IMTM 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 118,750 shares
    Change vs previous 13F +4,794 shares

    2.21% of the 13F portfolio, value $6,332,914.

    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 113,956 shares
    Change vs previous 13F +3,044 shares

    2.06% of the 13F portfolio, value $5,472,144.

    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 110,912 shares
    Change vs previous 13F +3,603 shares

    1.79% of the 13F portfolio, value $5,320,425.

    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 107,309 shares
    Change vs previous 13F -10,077 shares

    1.77% of the 13F portfolio, value $5,137,933.

    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 117,386 shares
    Change vs previous 13F -453 shares

    2.12% of the 13F portfolio, value $4,688,402.

    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 117,839 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $4,569,808.

    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).