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Verdence Capital Advisors LLC: BNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verdence Capital Advisors LLC on BNY, newest first. How the timeline and the estimate are built.

Verdence Capital Advisors LLC held 5,274 BNY 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 5,274 shares
    Change vs previous 13F -31 shares

    0.04% of the 13F portfolio, value $762,669.

    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 5,305 shares
    Change vs previous 13F -11,168 shares

    0.04% of the 13F portfolio, value $629,351.

    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 16,473 shares
    Change vs previous 13F -2,915 shares

    0.11% of the 13F portfolio, value $1,912,378.

    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 19,388 shares
    Change vs previous 13F -4,146 shares

    0.12% of the 13F portfolio, value $2,085,735.

    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 23,534 shares
    Change vs previous 13F +509 shares

    0.15% of the 13F portfolio, value $2,144,217.

    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 23,025 shares
    Change vs previous 13F -292 shares

    0.15% of the 13F portfolio, value $1,931,112.

    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 23,317 shares
    Change vs previous 13F +3,032 shares

    0.14% of the 13F portfolio, value $1,791,443.

    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 20,285 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,457,666.

    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).