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VERUS WEALTH MANAGEMENT, LLC: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VERUS WEALTH MANAGEMENT, LLC on DFAS, newest first. How the timeline and the estimate are built.

VERUS WEALTH MANAGEMENT, LLC held 18,705 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,705 shares
    Change vs previous 13F -2,440 shares

    1.27% of the 13F portfolio, value $1,540,170.

    13F-HR 0002042938-26-000003 filed by VERUS WEALTH MANAGEMENT, 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 21,145 shares
    Change vs previous 13F +195 shares

    1.4% of the 13F portfolio, value $1,504,044.

    13F-HR 0002042938-26-000002 filed by VERUS WEALTH MANAGEMENT, 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 20,950 shares
    Change vs previous 13F -2,389 shares

    1.36% of the 13F portfolio, value $1,459,586.

    13F-HR 0002042938-26-000001 filed by VERUS WEALTH MANAGEMENT, 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 23,339 shares
    Change vs previous 13F -347 shares

    1.49% of the 13F portfolio, value $1,597,788.

    13F-HR 0002042938-25-000007 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,686 shares
    Change vs previous 13F +8,410 shares

    1.52% of the 13F portfolio, value $1,509,035.

    13F-HR 0002042938-25-000005 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,276 shares
    Change vs previous 13F -10 shares

    1% of the 13F portfolio, value $912,741.

    13F-HR 0002042938-25-000004 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 15,286 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $994,813.

    13F-HR/A 0002042938-25-000002 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).