Verdence Capital Advisors LLC ESOA ENERGY SVCS ACQUISITION CORP

Ownership history in Verdence Capital Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Verdence Capital Advisors LLC reported ENERGY SVCS ACQUISITION CORP (ESOA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows ESOA at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESOA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Verdence Capital Advisors LLC's position in ENERGY SVCS ACQUISITION CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ESOA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Verdence Capital Advisors LLC held ESOA — position size vs. price
% of Fund (quarterly)    ESOA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 65,028 0% 0.05% $854K 2026-04-30 $17.00
2025 Q4 UNCHANGED 65,028 0% 0.03% $531K 2026-01-29 $9.24
2025 Q3 UNCHANGED 65,028 0% 0.04% $719K 2025-10-29 $11.45
2025 Q2 UNCHANGED 65,028 0% 0.04% $646K 2025-07-25 $10.51
2025 Q1 UNCHANGED 65,028 0% 0.05% $615K 2025-05-02 $9.33
2024 Q4 INITIATED 65,028 0.07% $821K 2025-02-06 $10.95

FAQ About Verdence Capital Advisors LLC and ESOA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Verdence Capital Advisors LLC reported owning ESOA?

Verdence Capital Advisors LLC reported ESOA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ESOA position in Verdence Capital Advisors LLC's portfolio?

The largest reported portfolio weight for ESOA was 0.07% in 2024 Q4.

What is the latest reported ESOA position on this page?

The most recent filing on this page is 2026 Q1, when Verdence Capital Advisors LLC reported 65,028 shares, equal to 0.05% of portfolio, with an estimated market value of $854K.

What does the chart on this ESOA ownership page compare?

The chart compares Verdence Capital Advisors LLC's quarterly ESOA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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