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Disclosery

Edge Capital Group, LLC: EFV position timeline

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

Edge Capital Group, LLC held 15,330 EFV 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 15,330 shares
    Change vs previous 13F +818 shares

    0.04% of the 13F portfolio, value $804,354.

    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 14,512 shares
    Change vs previous 13F -236 shares

    0.04% of the 13F portfolio, value $834,904.

    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 14,748 shares
    Change vs previous 13F -1,925 shares

    0.04% of the 13F portfolio, value $782,260.

    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 16,673 shares
    Change vs previous 13F -85,986 shares

    0.05% of the 13F portfolio, value $906,999.

    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 102,659 shares
    Change vs previous 13F +771 shares

    0.3% of the 13F portfolio, value $5,348,522.

    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 101,888 shares
    Change vs previous 13F -7,048 shares

    0.32% of the 13F portfolio, value $4,985,404.

    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 108,936 shares
    Change vs previous 13F +9,299 shares

    0.31% of the 13F portfolio, value $5,331,352.

    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 99,637 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,835,383.

    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).