Skip to content
Disclosery

Verdence Capital Advisors LLC: EXC position timeline

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

Verdence Capital Advisors LLC held 8,605 EXC 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 8,605 shares
    Change vs previous 13F +214 shares

    0.02% of the 13F portfolio, value $401,147.

    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 8,391 shares
    Change vs previous 13F -243 shares

    0.02% of the 13F portfolio, value $411,313.

    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 8,634 shares
    Change vs previous 13F +233 shares

    0.02% of the 13F portfolio, value $376,343.

    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 8,401 shares
    Change vs previous 13F -1,947 shares

    0.02% of the 13F portfolio, value $403,858.

    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 10,348 shares
    Change vs previous 13F -419 shares

    0.03% of the 13F portfolio, value $449,308.

    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 10,767 shares
    Change vs previous 13F +3,971 shares

    0.04% of the 13F portfolio, value $496,147.

    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 6,796 shares
    Change vs previous 13F -1,452 shares

    0.02% of the 13F portfolio, value $255,813.

    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 8,248 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $334,465.

    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).