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Disclosery

Veridan Wealth LLC: VOE position timeline

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

Veridan Wealth LLC held 20,646 VOE 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 20,646 shares
    Change vs previous 13F -1,448 shares

    1.42% of the 13F portfolio, value $4,079,678.

    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 22,094 shares
    Change vs previous 13F +335 shares

    1.54% of the 13F portfolio, value $4,071,432.

    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 21,759 shares
    Change vs previous 13F +301 shares

    1.3% of the 13F portfolio, value $3,859,422.

    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 21,458 shares
    Change vs previous 13F +883 shares

    1.29% of the 13F portfolio, value $3,746,184.

    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 20,575 shares
    Change vs previous 13F +1,060 shares

    1.49% of the 13F portfolio, value $3,303,065.

    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 19,515 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,220,937.

    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).