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Disclosery

Veridan Wealth LLC: XVV position timeline

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

Veridan Wealth LLC held 10,164 XVV 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 10,164 shares
    Change vs previous 13F -45 shares

    0.2% of the 13F portfolio, value $577,222.

    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 10,209 shares
    Change vs previous 13F -239 shares

    0.19% of the 13F portfolio, value $502,487.

    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 10,448 shares
    Change vs previous 13F -152 shares

    0.19% of the 13F portfolio, value $550,633.

    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 10,600 shares
    Change vs previous 13F -261 shares

    0.19% of the 13F portfolio, value $546,111.

    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 10,861 shares
    Change vs previous 13F -2,597 shares

    0.21% of the 13F portfolio, value $464,657.

    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 13,458 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $621,237.

    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).