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Disclosery

Veridan Wealth LLC: VO position timeline

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

Veridan Wealth LLC held 73,048 VO 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 73,048 shares
    Change vs previous 13F +55,679 shares

    2.05% of the 13F portfolio, value $5,885,482.

    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 17,369 shares
    Change vs previous 13F +271 shares

    1.88% of the 13F portfolio, value $4,988,170.

    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 17,098 shares
    Change vs previous 13F +284 shares

    1.67% of the 13F portfolio, value $4,962,218.

    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 16,814 shares
    Change vs previous 13F +277 shares

    1.7% of the 13F portfolio, value $4,939,037.

    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 16,537 shares
    Change vs previous 13F +871 shares

    1.93% of the 13F portfolio, value $4,276,803.

    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 15,666 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $4,302,295.

    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).