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VERUS WEALTH MANAGEMENT, LLC: VWOB position timeline

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

VERUS WEALTH MANAGEMENT, LLC held 25,306 VWOB 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 25,306 shares
    Change vs previous 13F +764 shares

    1.4% of the 13F portfolio, value $1,701,575.

    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 24,542 shares
    Change vs previous 13F +423 shares

    1.5% of the 13F portfolio, value $1,612,164.

    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 24,119 shares
    Change vs previous 13F -32 shares

    1.52% of the 13F portfolio, value $1,626,344.

    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 24,151 shares
    Change vs previous 13F +737 shares

    1.51% of the 13F portfolio, value $1,615,702.

    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 23,414 shares
    Change vs previous 13F +1,512 shares

    1.54% of the 13F portfolio, value $1,530,105.

    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 21,902 shares
    Change vs previous 13F +199 shares

    1.54% of the 13F portfolio, value $1,406,108.

    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 21,703 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,370,544.

    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).