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Disclosery

Edge Capital Group, LLC: IWB position timeline

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

Edge Capital Group, LLC held 20,140 IWB 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 20,140 shares
    Change vs previous 13F +1,581 shares

    0.33% of the 13F portfolio, value $6,488,383.

    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 18,559 shares
    Change vs previous 13F +1,086 shares

    0.26% of the 13F portfolio, value $5,834,855.

    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 17,473 shares
    Change vs previous 13F -420 shares

    0.25% of the 13F portfolio, value $5,198,991.

    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 17,893 shares
    Change vs previous 13F +2,307 shares

    0.26% of the 13F portfolio, value $5,153,862.

    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 15,586 shares
    Change vs previous 13F +3,272 shares

    0.23% of the 13F portfolio, value $4,087,470.

    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 12,314 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $2,892,783.

    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 12,313 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $3,001,203.

    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 12,312 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,773,104.

    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).