• 13F History

Veridan Wealth LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 22, 2025
Value $
$221M
Signature - Title
Laura Steagall-Cissell - Chief Compliance Officer
Location
West Linn, OR
Summary
This page shows a list of all the recent 13F filings made by Veridan Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Veridan Wealth LLC reported 80 stock holdings with total value $221M as of Q1 2025. Top holdings included COOP, WFC, IUSB, IWY, and IWX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 80 $221M +$10.6M -$6.85M +$3.71M COOP, WFC, IUSB, IWY, IWX 13F-HR 4/22/2025, 03:43 PM
Q4 2024 82 $213M $0 $0 COOP, WFC, IUSB, IWY, OEF 13F-HR 2/5/2025, 10:55 AM