Edge Capital Group, LLC: IWF position timeline

Edge Capital Group, LLC held 33 IWF 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 33 shares

   Change vs previous 13F -68,918 shares

   13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 68,951 shares

   Change vs previous 13F -1,034 shares

   1.15% of the 13F portfolio, value $25,882,684.

   13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 69,985 shares

   Change vs previous 13F +5,837 shares

   1.23% of the 13F portfolio, value $25,510,267.

   13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 64,148 shares

   Change vs previous 13F +2,843 shares

   1.08% of the 13F portfolio, value $21,621,063.

   13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 61,305 shares

   Change vs previous 13F +9,988 shares

   1.04% of the 13F portfolio, value $18,585,763.

   13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 51,317 shares

   Change vs previous 13F +3,822 shares

   0.89% of the 13F portfolio, value $13,649,937.

   13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 47,495 shares

   Change vs previous 13F -1,540 shares

   0.75% of the 13F portfolio, value $13,069,733.

   13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
   Filed 2023-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 49,035 shares

   Change vs previous 13F not available

   0.74% of the 13F portfolio, value $11,980,725.

   13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).