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Verdence Capital Advisors LLC: PM position timeline

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

Verdence Capital Advisors LLC held 23,953 PM 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 23,953 shares
    Change vs previous 13F -1,102 shares

    0.23% of the 13F portfolio, value $4,333,316.

    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 25,055 shares
    Change vs previous 13F -85 shares

    0.24% of the 13F portfolio, value $4,142,578.

    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 25,140 shares
    Change vs previous 13F +3,784 shares

    0.24% of the 13F portfolio, value $4,032,461.

    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 21,356 shares
    Change vs previous 13F +148 shares

    0.19% of the 13F portfolio, value $3,272,010.

    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 21,208 shares
    Change vs previous 13F -5,937 shares

    0.26% of the 13F portfolio, value $3,862,593.

    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 27,145 shares
    Change vs previous 13F -466 shares

    0.33% of the 13F portfolio, value $4,308,776.

    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 27,611 shares
    Change vs previous 13F -2,488 shares

    0.27% of the 13F portfolio, value $3,323,043.

    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 30,099 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,654,060.

    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).