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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

  1. period ended2026-06-30
    13F 386,468 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 370,199 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 332,281 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 323,746 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 228,714 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 218,011 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 194,716 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 183,826 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).