Verdence Capital Advisors LLC: MSCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verdence Capital Advisors LLC on MSCI, newest first. How the timeline and the estimate are built.
Verdence Capital Advisors LLC held 1,774 MSCI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,774 sharesChange vs previous 13F -1,297 shares
0.05% of the 13F portfolio, value $993,617.
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 3,071 sharesChange vs previous 13F -64 shares
0.1% of the 13F portfolio, value $1,655,048.
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 3,135 sharesChange vs previous 13F -300 shares
0.11% of the 13F portfolio, value $1,798,423.
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 3,435 sharesChange vs previous 13F +170 shares
0.11% of the 13F portfolio, value $1,878,304.
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 3,265 sharesChange vs previous 13F +64 shares
0.13% of the 13F portfolio, value $1,882,792.
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 3,201 sharesChange vs previous 13F -499 shares
0.14% of the 13F portfolio, value $1,810,374.
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 3,700 sharesChange vs previous 13F +33 shares
0.18% of the 13F portfolio, value $2,219,744.
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 3,667 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $2,137,886.
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).