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Disclosery

Veridan Wealth LLC: IWL position timeline

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

Veridan Wealth LLC held 35,548 IWL 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 35,548 shares
    Change vs previous 13F -1,010 shares

    2.29% of the 13F portfolio, value $6,574,590.

    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 36,558 shares
    Change vs previous 13F +299 shares

    2.21% of the 13F portfolio, value $5,866,801.

    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 36,259 shares
    Change vs previous 13F +41 shares

    2.08% of the 13F portfolio, value $6,186,928.

    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 36,218 shares
    Change vs previous 13F -1,693 shares

    2.07% of the 13F portfolio, value $6,015,804.

    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 37,911 shares
    Change vs previous 13F +6,491 shares

    2.35% of the 13F portfolio, value $5,209,369.

    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 31,420 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $4,643,262.

    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).