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Disclosery

Edge Capital Group, LLC: IUSV position timeline

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

Edge Capital Group, LLC held 71,952 IUSV 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 71,952 shares
    Change vs previous 13F -1,364 shares

    0.34% of the 13F portfolio, value $6,662,039.

    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 73,316 shares
    Change vs previous 13F -1,027 shares

    0.31% of the 13F portfolio, value $7,000,966.

    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 74,343 shares
    Change vs previous 13F -1,412 shares

    0.32% of the 13F portfolio, value $6,551,868.

    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 75,755 shares
    Change vs previous 13F +794 shares

    0.34% of the 13F portfolio, value $6,851,251.

    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 74,961 shares
    Change vs previous 13F -782 shares

    0.35% of the 13F portfolio, value $6,321,461.

    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 75,743 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $5,651,943.

    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 75,743 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $5,927,647.

    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 75,743 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,588,319.

    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).