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Disclosery

Verdence Capital Advisors LLC: SU position timeline

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

Verdence Capital Advisors LLC held 0 SU shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -12,012 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 12,012 shares
    Change vs previous 13F -3,561 shares

    0.03% of the 13F portfolio, value $480,947.

    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).

  3. period ended2025-06-30
    13F 15,573 shares
    Change vs previous 13F -166 shares

    0.04% of the 13F portfolio, value $583,193.

    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).

  4. period ended2025-03-31
    13F 15,739 shares
    Change vs previous 13F -4,765 shares

    0.05% of the 13F portfolio, value $609,397.

    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).

  5. period ended2024-12-31
    13F 20,504 shares
    Change vs previous 13F -3,690 shares

    0.06% of the 13F portfolio, value $731,568.

    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).

  6. period ended2024-09-30
    13F 24,194 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $893,250.

    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).