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Disclosery

Edge Capital Group, LLC: ACWX position timeline

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

Edge Capital Group, LLC held 10,256 ACWX shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 10,256 shares
    Change vs previous 13F -10,146 shares

    0.05% of the 13F portfolio, value $1,064,182.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 20,402 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,167,417.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 20,402 shares
    Change vs previous 13F -3,663 shares

    0.05% of the 13F portfolio, value $1,083,972.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 24,065 shares
    Change vs previous 13F -1,638 shares

    0.06% of the 13F portfolio, value $1,284,844.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 25,703 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,311,894.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 25,703 shares
    Change vs previous 13F -826 shares

    0.08% of the 13F portfolio, value $1,208,310.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 26,529 shares
    Change vs previous 13F +20,932 shares

    0.07% of the 13F portfolio, value $1,305,770.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 5,597 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $272,978.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).