Verdence Capital Advisors LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verdence Capital Advisors LLC on WM, newest first. How the timeline and the estimate are built.
Verdence Capital Advisors LLC held 4,228 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 4,228 sharesChange vs previous 13F +468 shares
0.05% of the 13F portfolio, value $942,264.
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 3,760 sharesChange vs previous 13F +157 shares
0.05% of the 13F portfolio, value $863,944.
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 3,603 sharesChange vs previous 13F -393 shares
0.05% of the 13F portfolio, value $791,546.
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 3,996 sharesChange vs previous 13F +32 shares
0.05% of the 13F portfolio, value $854,173.
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 3,964 sharesChange vs previous 13F +830 shares
0.06% of the 13F portfolio, value $906,984.
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 3,134 sharesChange vs previous 13F -5 shares
0.06% of the 13F portfolio, value $725,588.
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 3,139 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $633,319.
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 3,139 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $651,593.
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).