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Verdence Capital Advisors LLC: EFV position timeline

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

Verdence Capital Advisors LLC held 273,196 EFV 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 273,196 shares
    Change vs previous 13F +4,517 shares

    1.1% of the 13F portfolio, value $20,913,182.

    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 268,679 shares
    Change vs previous 13F +19,349 shares

    1.17% of the 13F portfolio, value $19,976,252.

    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 249,330 shares
    Change vs previous 13F -2,839 shares

    1.05% of the 13F portfolio, value $17,804,623.

    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 252,169 shares
    Change vs previous 13F +22,508 shares

    1% of the 13F portfolio, value $17,402,182.

    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 229,661 shares
    Change vs previous 13F +15,781 shares

    1% of the 13F portfolio, value $14,578,866.

    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 213,880 shares
    Change vs previous 13F +33,045 shares

    0.96% of the 13F portfolio, value $12,606,082.

    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 180,835 shares
    Change vs previous 13F +11,546 shares

    0.76% of the 13F portfolio, value $9,488,438.

    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 169,289 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $9,739,177.

    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).