Verdence Capital Advisors LLC: DUK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verdence Capital Advisors LLC on DUK, newest first. How the timeline and the estimate are built.
Verdence Capital Advisors LLC held 23,210 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 23,210 sharesChange vs previous 13F -1,702 shares
0.15% of the 13F portfolio, value $2,937,980.
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 24,912 sharesChange vs previous 13F +1,955 shares
0.19% of the 13F portfolio, value $3,261,977.
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 22,957 sharesChange vs previous 13F -3,435 shares
0.16% of the 13F portfolio, value $2,690,733.
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 26,392 sharesChange vs previous 13F +7,879 shares
0.19% of the 13F portfolio, value $3,364,744.
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 18,513 sharesChange vs previous 13F +676 shares
0.15% of the 13F portfolio, value $2,184,507.
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 17,837 sharesChange vs previous 13F -82 shares
0.17% of the 13F portfolio, value $2,175,582.
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 17,919 sharesChange vs previous 13F +2,666 shares
0.16% of the 13F portfolio, value $1,930,561.
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 15,253 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,758,704.
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).