Verdence Capital Advisors LLC: IVV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verdence Capital Advisors LLC on IVV, newest first. How the timeline and the estimate are built.
Verdence Capital Advisors LLC held 16,796 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 16,796 sharesChange vs previous 13F -368 shares
0.66% of the 13F portfolio, value $12,578,032.
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 17,164 sharesChange vs previous 13F -584 shares
0.65% of the 13F portfolio, value $11,211,543.
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 17,748 sharesChange vs previous 13F +608 shares
0.72% of the 13F portfolio, value $12,156,050.
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 17,140 sharesChange vs previous 13F -104 shares
0.68% of the 13F portfolio, value $11,802,548.
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 17,244 sharesChange vs previous 13F -163 shares
0.73% of the 13F portfolio, value $10,707,020.
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 17,407 sharesChange vs previous 13F -289 shares
0.75% of the 13F portfolio, value $9,781,059.
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 17,696 sharesChange vs previous 13F -85 shares
0.84% of the 13F portfolio, value $10,417,042.
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 17,781 sharesChange vs previous 13F not available
0.82% of the 13F portfolio, value $10,256,421.
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).