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Disclosery

Edge Capital Group, LLC: IQLT position timeline

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

Edge Capital Group, LLC held 271,446 IQLT 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 271,446 shares
    Change vs previous 13F -12,946 shares

    0.51% of the 13F portfolio, value $10,076,060.

    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 284,392 shares
    Change vs previous 13F +18,595 shares

    0.52% of the 13F portfolio, value $11,799,420.

    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 265,797 shares
    Change vs previous 13F +5,009 shares

    0.5% of the 13F portfolio, value $10,379,369.

    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 260,788 shares
    Change vs previous 13F +8,519 shares

    0.51% of the 13F portfolio, value $10,342,849.

    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 252,269 shares
    Change vs previous 13F +3,880 shares

    0.53% of the 13F portfolio, value $9,475,221.

    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 248,389 shares
    Change vs previous 13F +10,288 shares

    0.54% of the 13F portfolio, value $8,348,357.

    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 238,101 shares
    Change vs previous 13F +26,992 shares

    0.49% of the 13F portfolio, value $8,476,399.

    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 211,109 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $7,452,160.

    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).