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Verdence Capital Advisors LLC: WFC position timeline

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

Verdence Capital Advisors LLC held 43,002 WFC 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 43,002 shares
    Change vs previous 13F -10,733 shares

    0.19% of the 13F portfolio, value $3,553,670.

    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 53,735 shares
    Change vs previous 13F -11,782 shares

    0.25% of the 13F portfolio, value $4,277,870.

    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 65,517 shares
    Change vs previous 13F -3,491 shares

    0.36% of the 13F portfolio, value $6,106,168.

    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 69,008 shares
    Change vs previous 13F +17,089 shares

    0.35% of the 13F portfolio, value $6,004,410.

    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 51,919 shares
    Change vs previous 13F +1,873 shares

    0.28% of the 13F portfolio, value $4,159,761.

    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 50,046 shares
    Change vs previous 13F -2,761 shares

    0.27% of the 13F portfolio, value $3,592,821.

    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 52,807 shares
    Change vs previous 13F +4,461 shares

    0.3% of the 13F portfolio, value $3,709,168.

    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 48,346 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,731,084.

    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).