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Disclosery

Veridan Wealth LLC: WFC position timeline

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

Veridan Wealth LLC held 137,751 WFC 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 137,751 shares
    Change vs previous 13F +686 shares

    3.97% of the 13F portfolio, value $11,383,702.

    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 137,065 shares
    Change vs previous 13F 0 shares

    4.12% of the 13F portfolio, value $10,911,782.

    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 137,065 shares
    Change vs previous 13F 0 shares

    4.29% of the 13F portfolio, value $12,774,501.

    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 137,065 shares
    Change vs previous 13F -7 shares

    3.96% of the 13F portfolio, value $11,488,827.

    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 137,072 shares
    Change vs previous 13F -32 shares

    4.45% of the 13F portfolio, value $9,840,394.

    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 137,104 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $10,713,301.

    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).