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Disclosery

Edge Capital Group, LLC: HD position timeline

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

Edge Capital Group, LLC held 400 HD 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 400 shares
    Change vs previous 13F -13,029 shares

    0.27% of the 13F portfolio, value $5,238,139.

    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 13,429 shares
    Change vs previous 13F -256 shares

    0.24% of the 13F portfolio, value $5,441,431.

    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 13,685 shares
    Change vs previous 13F -351 shares

    0.23% of the 13F portfolio, value $4,710,838.

    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 14,036 shares
    Change vs previous 13F -209 shares

    0.27% of the 13F portfolio, value $5,384,114.

    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 14,245 shares
    Change vs previous 13F +1,619 shares

    0.27% of the 13F portfolio, value $4,936,605.

    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 12,626 shares
    Change vs previous 13F -5,790 shares

    0.25% of the 13F portfolio, value $3,815,072.

    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 18,416 shares
    Change vs previous 13F -564 shares

    0.33% of the 13F portfolio, value $5,720,746.

    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 18,980 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,601,378.

    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).