Skip to content
Disclosery

Verdence Capital Advisors LLC: CGBD position timeline

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

Verdence Capital Advisors LLC held 55,956 CGBD 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 55,956 shares
    Change vs previous 13F +14,001 shares

    0.03% of the 13F portfolio, value $589,212.

    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 41,955 shares
    Change vs previous 13F -3,798 shares

    0.03% of the 13F portfolio, value $458,985.

    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 45,753 shares
    Change vs previous 13F +1,500 shares

    0.03% of the 13F portfolio, value $571,456.

    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 44,253 shares
    Change vs previous 13F +3,840 shares

    0.03% of the 13F portfolio, value $568,652.

    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 40,413 shares
    Change vs previous 13F -552 shares

    0.04% of the 13F portfolio, value $552,845.

    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 40,965 shares
    Change vs previous 13F +8,663 shares

    0.05% of the 13F portfolio, value $662,817.

    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 32,302 shares
    Change vs previous 13F +3,150 shares

    0.05% of the 13F portfolio, value $579,173.

    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 29,152 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $494,708.

    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).