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Edge Capital Group, LLC: IEFA position timeline

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

Edge Capital Group, LLC held 991,765 IEFA 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 991,765 shares
    Change vs previous 13F +14,485 shares

    3.56% of the 13F portfolio, value $69,701,231.

    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 977,280 shares
    Change vs previous 13F +17,192 shares

    3.38% of the 13F portfolio, value $76,276,698.

    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 960,088 shares
    Change vs previous 13F +5,649 shares

    3.38% of the 13F portfolio, value $69,740,787.

    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 954,439 shares
    Change vs previous 13F +37,470 shares

    3.52% of the 13F portfolio, value $70,838,482.

    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 916,969 shares
    Change vs previous 13F -150,809 shares

    3.59% of the 13F portfolio, value $64,508,788.

    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 1,067,778 shares
    Change vs previous 13F +35,113 shares

    4.46% of the 13F portfolio, value $68,711,510.

    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 1,032,665 shares
    Change vs previous 13F +101,536 shares

    4% of the 13F portfolio, value $69,704,883.

    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 931,129 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $62,245,973.

    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).