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Disclosery

Edge Capital Group, LLC: IAT position timeline

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

Edge Capital Group, LLC held 59,528 IAT 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 59,528 shares
    Change vs previous 13F +2,739 shares

    0.15% of the 13F portfolio, value $2,997,850.

    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 56,789 shares
    Change vs previous 13F -2,795 shares

    0.12% of the 13F portfolio, value $2,699,768.

    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 59,584 shares
    Change vs previous 13F -7,495 shares

    0.12% of the 13F portfolio, value $2,470,369.

    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 67,079 shares
    Change vs previous 13F +16,649 shares

    0.14% of the 13F portfolio, value $2,909,887.

    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 50,430 shares
    Change vs previous 13F +4,943 shares

    0.12% of the 13F portfolio, value $2,109,991.

    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 45,487 shares
    Change vs previous 13F +5,260 shares

    0.1% of the 13F portfolio, value $1,528,363.

    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 40,227 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,361,684.

    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).