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Veridan Wealth LLC: SCHF position timeline

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

Veridan Wealth LLC held 154,246 SCHF 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 154,246 shares
    Change vs previous 13F -1,668 shares

    1.49% of the 13F portfolio, value $4,272,607.

    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 155,914 shares
    Change vs previous 13F +3,663 shares

    1.46% of the 13F portfolio, value $3,858,875.

    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 152,251 shares
    Change vs previous 13F +3,622 shares

    1.23% of the 13F portfolio, value $3,660,117.

    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 148,629 shares
    Change vs previous 13F -11,750 shares

    1.19% of the 13F portfolio, value $3,460,088.

    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 160,379 shares
    Change vs previous 13F -5,433 shares

    1.43% of the 13F portfolio, value $3,172,294.

    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 165,812 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,168,670.

    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).