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Disclosery

Edge Capital Group, LLC: EFG position timeline

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

Edge Capital Group, LLC held 47,437 EFG 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 47,437 shares
    Change vs previous 13F -496 shares

    0.23% of the 13F portfolio, value $4,593,345.

    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 47,933 shares
    Change vs previous 13F -27 shares

    0.23% of the 13F portfolio, value $5,160,003.

    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 47,960 shares
    Change vs previous 13F +456 shares

    0.24% of the 13F portfolio, value $4,906,323.

    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 47,504 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,930,411.

    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).