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Disclosery

Veridan Wealth LLC: VMBS position timeline

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

Veridan Wealth LLC held 47,901 VMBS 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 47,901 shares
    Change vs previous 13F -4,642 shares

    0.78% of the 13F portfolio, value $2,242,224.

    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 52,543 shares
    Change vs previous 13F +2,081 shares

    0.93% of the 13F portfolio, value $2,466,908.

    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 50,462 shares
    Change vs previous 13F +826 shares

    0.8% of the 13F portfolio, value $2,375,743.

    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 49,636 shares
    Change vs previous 13F -403 shares

    0.8% of the 13F portfolio, value $2,330,897.

    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 50,039 shares
    Change vs previous 13F +264 shares

    1.05% of the 13F portfolio, value $2,317,318.

    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 49,775 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,262,264.

    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).