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VERUS WEALTH MANAGEMENT, LLC: IWF position timeline

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

VERUS WEALTH MANAGEMENT, LLC held 12,488 IWF 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 12,488 shares
    Change vs previous 13F +9,366 shares

    1.28% of the 13F portfolio, value $1,550,635.

    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 3,122 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $1,331,221.

    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 3,122 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $1,477,643.

    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 3,122 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $1,462,376.

    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 3,122 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $1,325,539.

    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 3,122 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $1,127,323.

    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 3,122 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,253,733.

    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).