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Veridan Wealth LLC

SEC CIK
0002052405
Latest filing
Aug 10, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Veridan Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
137,751
Value
$11.4M
% of portfolio
4.0%
Quarters held
7
Since Q2 2024
Holdings of WFC by Veridan Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026137,751$11.4M4.0%+686+0.5%AddedHolders
Q1 2026137,065$10.9M4.1%00.0%UnchangedHolders
Q4 2025137,065$12.8M4.3%00.0%UnchangedHolders
Q3 2025137,065$11.5M4.0%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 2025137,072$9.84M4.4%−320.0%ReducedHolders
Q4 2024137,104$10.7M5.0%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 2024137,065$11.0M4.4%–No prior filingHolders