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Verdence Capital Advisors LLC: EVR position timeline

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

Verdence Capital Advisors LLC held 29,802 EVR 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 29,802 shares
    Change vs previous 13F -3 shares

    0.53% of the 13F portfolio, value $10,175,668.

    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 29,805 shares
    Change vs previous 13F -3,352 shares

    0.52% of the 13F portfolio, value $8,897,073.

    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 33,157 shares
    Change vs previous 13F +341 shares

    0.67% of the 13F portfolio, value $11,281,741.

    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 32,816 shares
    Change vs previous 13F -309 shares

    0.62% of the 13F portfolio, value $10,839,181.

    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 33,125 shares
    Change vs previous 13F +3,793 shares

    0.61% of the 13F portfolio, value $8,944,336.

    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 29,332 shares
    Change vs previous 13F +1,017 shares

    0.45% of the 13F portfolio, value $5,858,089.

    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 28,315 shares
    Change vs previous 13F +183 shares

    0.63% of the 13F portfolio, value $7,848,662.

    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 28,132 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $7,127,059.

    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).