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Verdence Capital Advisors LLC: IWM position timeline

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

Verdence Capital Advisors LLC held 67,964 IWM 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 67,964 shares
    Change vs previous 13F -2,106 shares

    1.07% of the 13F portfolio, value $20,419,845.

    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 70,070 shares
    Change vs previous 13F -606 shares

    1.01% of the 13F portfolio, value $17,377,348.

    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 70,676 shares
    Change vs previous 13F +5,396 shares

    1.03% of the 13F portfolio, value $17,397,629.

    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 65,280 shares
    Change vs previous 13F +10,332 shares

    0.94% of the 13F portfolio, value $16,339,489.

    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 54,948 shares
    Change vs previous 13F +4,073 shares

    0.81% of the 13F portfolio, value $11,857,220.

    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 50,875 shares
    Change vs previous 13F +7,911 shares

    0.77% of the 13F portfolio, value $10,149,083.

    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 42,964 shares
    Change vs previous 13F +5,213 shares

    0.76% of the 13F portfolio, value $9,493,235.

    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 37,751 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $8,338,730.

    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).