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Disclosery

Veridan Wealth LLC: IWY position timeline

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

Veridan Wealth LLC held 29,791 IWY 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 29,791 shares
    Change vs previous 13F +112 shares

    3.02% of the 13F portfolio, value $8,657,956.

    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 29,679 shares
    Change vs previous 13F -180 shares

    2.79% of the 13F portfolio, value $7,385,206.

    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 29,859 shares
    Change vs previous 13F -51 shares

    2.78% of the 13F portfolio, value $8,269,288.

    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 29,910 shares
    Change vs previous 13F -2,887 shares

    2.82% of the 13F portfolio, value $8,184,993.

    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 32,797 shares
    Change vs previous 13F +3,810 shares

    3.13% of the 13F portfolio, value $6,918,096.

    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 28,987 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $6,832,239.

    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).