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VERUS WEALTH MANAGEMENT, LLC: SPIB position timeline

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

VERUS WEALTH MANAGEMENT, LLC held 75,182 SPIB 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 75,182 shares
    Change vs previous 13F +9,716 shares

    2.07% of the 13F portfolio, value $2,515,590.

    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 65,466 shares
    Change vs previous 13F -1,615 shares

    2.04% of the 13F portfolio, value $2,195,730.

    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 67,081 shares
    Change vs previous 13F +12,368 shares

    2.11% of the 13F portfolio, value $2,268,009.

    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 54,713 shares
    Change vs previous 13F +12,775 shares

    1.73% of the 13F portfolio, value $1,854,224.

    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 41,938 shares
    Change vs previous 13F +955 shares

    1.42% of the 13F portfolio, value $1,408,278.

    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 40,983 shares
    Change vs previous 13F +6,065 shares

    1.49% of the 13F portfolio, value $1,362,275.

    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 34,918 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,143,914.

    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).