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Disclosery

Veridan Wealth LLC: VTV position timeline

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

Veridan Wealth LLC held 14,515 VTV 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 14,515 shares
    Change vs previous 13F -595 shares

    1.1% of the 13F portfolio, value $3,163,297.

    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 15,110 shares
    Change vs previous 13F +89 shares

    1.12% of the 13F portfolio, value $2,964,493.

    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 15,021 shares
    Change vs previous 13F +125 shares

    0.96% of the 13F portfolio, value $2,868,795.

    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 14,896 shares
    Change vs previous 13F -299 shares

    0.96% of the 13F portfolio, value $2,778,000.

    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 15,195 shares
    Change vs previous 13F +578 shares

    1.19% of the 13F portfolio, value $2,624,832.

    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 14,617 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,575,168.

    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).