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Disclosery

Edge Capital Group, LLC: EPD position timeline

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

Edge Capital Group, LLC held 3 EPD 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 3 shares
    Change vs previous 13F -57,127 shares

    0.09% of the 13F portfolio, value $1,854,192.

    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 57,130 shares
    Change vs previous 13F -4,460 shares

    0.07% of the 13F portfolio, value $1,663,054.

    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 61,590 shares
    Change vs previous 13F +1,251 shares

    0.09% of the 13F portfolio, value $1,784,884.

    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 60,339 shares
    Change vs previous 13F -92 shares

    0.09% of the 13F portfolio, value $1,760,693.

    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 60,431 shares
    Change vs previous 13F +42 shares

    0.09% of the 13F portfolio, value $1,592,353.

    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 60,389 shares
    Change vs previous 13F -3,001 shares

    0.11% of the 13F portfolio, value $1,652,838.

    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 63,390 shares
    Change vs previous 13F -11,699 shares

    0.1% of the 13F portfolio, value $1,670,314.

    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 75,089 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,944,815.

    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).