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Disclosery

Veridan Wealth LLC: VUG position timeline

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

Veridan Wealth LLC held 53,174 VUG 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 53,174 shares
    Change vs previous 13F +43,985 shares

    1.6% of the 13F portfolio, value $4,580,379.

    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 9,189 shares
    Change vs previous 13F -219 shares

    1.51% of the 13F portfolio, value $4,013,609.

    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 9,408 shares
    Change vs previous 13F +18 shares

    1.54% of the 13F portfolio, value $4,589,758.

    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 9,390 shares
    Change vs previous 13F -1,096 shares

    1.55% of the 13F portfolio, value $4,503,422.

    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 10,486 shares
    Change vs previous 13F +448 shares

    1.76% of the 13F portfolio, value $3,888,294.

    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 10,038 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $4,157,878.

    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).