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Disclosery

Edge Capital Group, LLC: IWD position timeline

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

Edge Capital Group, LLC held 38,407 IWD 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 38,407 shares
    Change vs previous 13F -301 shares

    0.36% of the 13F portfolio, value $7,110,259.

    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 38,708 shares
    Change vs previous 13F -898 shares

    0.33% of the 13F portfolio, value $7,346,862.

    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 39,606 shares
    Change vs previous 13F -2,661 shares

    0.33% of the 13F portfolio, value $6,910,019.

    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 42,267 shares
    Change vs previous 13F -3,361 shares

    0.38% of the 13F portfolio, value $7,570,446.

    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 45,628 shares
    Change vs previous 13F -8,763 shares

    0.42% of the 13F portfolio, value $7,539,970.

    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 54,391 shares
    Change vs previous 13F -10,846 shares

    0.54% of the 13F portfolio, value $8,257,670.

    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 65,237 shares
    Change vs previous 13F +10,133 shares

    0.59% of the 13F portfolio, value $10,296,370.

    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 55,104 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $8,390,177.

    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).