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Verdence Capital Advisors LLC: XLE position timeline

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

Verdence Capital Advisors LLC held 29,087 XLE 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 29,087 shares
    Change vs previous 13F -6,199 shares

    0.08% of the 13F portfolio, value $1,544,832.

    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 35,286 shares
    Change vs previous 13F +657 shares

    0.13% of the 13F portfolio, value $2,161,630.

    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 34,629 shares
    Change vs previous 13F +17,322 shares

    0.09% of the 13F portfolio, value $1,548,264.

    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 17,307 shares
    Change vs previous 13F +273 shares

    0.09% of the 13F portfolio, value $1,527,845.

    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 17,034 shares
    Change vs previous 13F +8,737 shares

    0.1% of the 13F portfolio, value $1,444,627.

    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 8,297 shares
    Change vs previous 13F -370 shares

    0.06% of the 13F portfolio, value $775,383.

    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 8,667 shares
    Change vs previous 13F +295 shares

    0.06% of the 13F portfolio, value $742,420.

    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 8,372 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $735,061.

    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).