Verdence Capital Advisors LLC: AGG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verdence Capital Advisors LLC on AGG, newest first. How the timeline and the estimate are built.
Verdence Capital Advisors LLC held 386,468 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 386,468 sharesChange vs previous 13F +16,269 shares
2.01% of the 13F portfolio, value $38,252,613.
13F-HR 0001719305-26-000004 filed by Verdence Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 370,199 sharesChange vs previous 13F +37,918 shares
2.14% of the 13F portfolio, value $36,749,674.
13F-HR 0001719305-26-000003 filed by Verdence Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 332,281 sharesChange vs previous 13F +8,535 shares
1.96% of the 13F portfolio, value $33,188,181.
13F-HR 0001719305-26-000002 filed by Verdence Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 323,746 sharesChange vs previous 13F +95,032 shares
1.89% of the 13F portfolio, value $32,766,335.
13F-HR 0001719305-25-000008 filed by Verdence Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 228,714 sharesChange vs previous 13F +10,703 shares
1.55% of the 13F portfolio, value $22,688,457.
13F-HR 0001719305-25-000005 filed by Verdence Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 218,011 sharesChange vs previous 13F +23,295 shares
1.65% of the 13F portfolio, value $21,565,643.
13F-HR 0001719305-25-000004 filed by Verdence Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 194,716 sharesChange vs previous 13F +10,890 shares
1.52% of the 13F portfolio, value $18,867,941.
13F-HR 0001719305-25-000002 filed by Verdence Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 183,826 sharesChange vs previous 13F not available
1.48% of the 13F portfolio, value $18,616,013.
13F-HR 0001719305-24-000007 filed by Verdence Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).