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Disclosery

Veridan Wealth LLC: IUSB position timeline

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

Veridan Wealth LLC held 16,736 IUSB 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 16,736 shares
    Change vs previous 13F -174,442 shares

    0.27% of the 13F portfolio, value $772,363.

    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 191,178 shares
    Change vs previous 13F -66 shares

    3.33% of the 13F portfolio, value $8,830,489.

    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 191,244 shares
    Change vs previous 13F +6,561 shares

    2.99% of the 13F portfolio, value $8,900,502.

    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 184,683 shares
    Change vs previous 13F -2,776 shares

    2.97% of the 13F portfolio, value $8,626,525.

    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 187,459 shares
    Change vs previous 13F +283 shares

    3.9% of the 13F portfolio, value $8,638,121.

    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 187,176 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $8,482,822.

    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).