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Verdence Capital Advisors LLC: DFUV position timeline

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

Verdence Capital Advisors LLC held 99,384 DFUV 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 99,384 shares
    Change vs previous 13F +1,293 shares

    0.29% of the 13F portfolio, value $5,467,106.

    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 98,091 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $4,753,490.

    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 98,091 shares
    Change vs previous 13F -17,000 shares

    0.27% of the 13F portfolio, value $4,570,060.

    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 115,091 shares
    Change vs previous 13F -5,800 shares

    0.3% of the 13F portfolio, value $5,217,075.

    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 120,891 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $5,111,271.

    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 120,891 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $4,981,918.

    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 120,891 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $4,946,860.

    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 120,891 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,039,946.

    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).