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Verdence Capital Advisors LLC: LPL position timeline

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

Verdence Capital Advisors LLC held 24,189 LPL 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 24,189 shares
    Change vs previous 13F +3,045 shares

    <0.01% of the 13F portfolio, value $94,095.

    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 21,144 shares
    Change vs previous 13F +4,686 shares

    <0.01% of the 13F portfolio, value $82,039.

    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 16,458 shares
    Change vs previous 13F +333 shares

    <0.01% of the 13F portfolio, value $69,288.

    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 16,125 shares
    Change vs previous 13F +2,060 shares

    <0.01% of the 13F portfolio, value $80,464.

    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 14,065 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $48,102.

    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).