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Disclosery

Edge Capital Group, LLC: GLD position timeline

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

Edge Capital Group, LLC held 296 GLD 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 296 shares
    Change vs previous 13F -24,184 shares

    0.25% of the 13F portfolio, value $4,876,982.

    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 24,480 shares
    Change vs previous 13F -282 shares

    0.26% of the 13F portfolio, value $5,950,109.

    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 24,762 shares
    Change vs previous 13F +421 shares

    0.26% of the 13F portfolio, value $5,324,078.

    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 24,341 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $5,007,431.

    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 24,341 shares
    Change vs previous 13F +133 shares

    0.26% of the 13F portfolio, value $4,653,269.

    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 24,208 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $4,150,462.

    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 24,208 shares
    Change vs previous 13F +1,520 shares

    0.25% of the 13F portfolio, value $4,315,560.

    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 22,688 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,156,895.

    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).