Verdence Capital Advisors LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verdence Capital Advisors LLC on MSFT, newest first. How the timeline and the estimate are built.
Verdence Capital Advisors LLC held 84,453 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 84,453 sharesChange vs previous 13F -6,928 shares
1.65% of the 13F portfolio, value $31,502,691.
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 91,381 sharesChange vs previous 13F +277 shares
1.97% of the 13F portfolio, value $33,826,437.
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 91,104 sharesChange vs previous 13F -1,738 shares
2.61% of the 13F portfolio, value $44,059,483.
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 92,842 sharesChange vs previous 13F +1,262 shares
2.84% of the 13F portfolio, value $49,347,340.
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 91,580 sharesChange vs previous 13F +7,581 shares
3.11% of the 13F portfolio, value $45,552,981.
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 83,999 sharesChange vs previous 13F +436 shares
2.41% of the 13F portfolio, value $31,532,317.
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 83,563 sharesChange vs previous 13F -158 shares
2.83% of the 13F portfolio, value $35,221,966.
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 83,721 sharesChange vs previous 13F not available
2.87% of the 13F portfolio, value $36,025,040.
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).