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Verdence Capital Advisors LLC: IWR position timeline

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

Verdence Capital Advisors LLC held 166,059 IWR 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 166,059 shares
    Change vs previous 13F +1,511 shares

    0.96% of the 13F portfolio, value $18,319,598.

    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 164,548 shares
    Change vs previous 13F -16,380 shares

    0.93% of the 13F portfolio, value $15,998,954.

    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 180,928 shares
    Change vs previous 13F +30,724 shares

    1.03% of the 13F portfolio, value $17,417,985.

    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 150,204 shares
    Change vs previous 13F +29,068 shares

    0.84% of the 13F portfolio, value $14,661,376.

    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 121,136 shares
    Change vs previous 13F +8,840 shares

    0.76% of the 13F portfolio, value $11,140,833.

    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 112,296 shares
    Change vs previous 13F +22,317 shares

    0.73% of the 13F portfolio, value $9,552,999.

    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 89,979 shares
    Change vs previous 13F +12,114 shares

    0.64% of the 13F portfolio, value $7,954,153.

    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 77,865 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $6,863,003.

    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).