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Disclosery

Veridan Wealth LLC: SCHG position timeline

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

Veridan Wealth LLC held 124,000 SCHG 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 124,000 shares
    Change vs previous 13F +147 shares

    1.46% of the 13F portfolio, value $4,196,175.

    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 123,853 shares
    Change vs previous 13F +693 shares

    1.36% of the 13F portfolio, value $3,607,839.

    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 123,160 shares
    Change vs previous 13F -409 shares

    1.35% of the 13F portfolio, value $4,017,467.

    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 123,569 shares
    Change vs previous 13F -10,973 shares

    1.36% of the 13F portfolio, value $3,943,101.

    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 134,542 shares
    Change vs previous 13F +26,439 shares

    1.52% of the 13F portfolio, value $3,368,935.

    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 108,103 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,044,188.

    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).