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Disclosery

Veridan Wealth LLC: MSFT position timeline

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

Veridan Wealth LLC held 3,875 MSFT 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 3,875 shares
    Change vs previous 13F -61 shares

    0.5% of the 13F portfolio, value $1,445,467.

    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 3,936 shares
    Change vs previous 13F +418 shares

    0.55% of the 13F portfolio, value $1,456,817.

    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 3,518 shares
    Change vs previous 13F +9 shares

    0.57% of the 13F portfolio, value $1,701,144.

    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 3,509 shares
    Change vs previous 13F +20 shares

    0.63% of the 13F portfolio, value $1,817,554.

    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 3,489 shares
    Change vs previous 13F +70 shares

    0.59% of the 13F portfolio, value $1,309,887.

    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 3,419 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,404,790.

    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).