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VERUS WEALTH MANAGEMENT, LLC: DFIV position timeline

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

VERUS WEALTH MANAGEMENT, LLC held 30,809 DFIV 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 30,809 shares
    Change vs previous 13F -400 shares

    1.37% of the 13F portfolio, value $1,664,302.

    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 31,209 shares
    Change vs previous 13F -1,000 shares

    1.53% of the 13F portfolio, value $1,647,211.

    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 32,209 shares
    Change vs previous 13F -2,504 shares

    1.5% of the 13F portfolio, value $1,607,229.

    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 34,713 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $1,600,964.

    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 34,713 shares
    Change vs previous 13F 0 shares

    1.5% of the 13F portfolio, value $1,486,758.

    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 34,713 shares
    Change vs previous 13F 0 shares

    1.5% of the 13F portfolio, value $1,366,304.

    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 34,713 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,231,617.

    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).