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Disclosery

Edge Capital Group, LLC: IWM position timeline

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

Edge Capital Group, LLC held 16,803 IWM 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 16,803 shares
    Change vs previous 13F -1,298 shares

    0.19% of the 13F portfolio, value $3,712,810.

    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 18,101 shares
    Change vs previous 13F -354 shares

    0.18% of the 13F portfolio, value $3,998,220.

    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 18,455 shares
    Change vs previous 13F -300 shares

    0.18% of the 13F portfolio, value $3,744,308.

    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 18,755 shares
    Change vs previous 13F -421 shares

    0.2% of the 13F portfolio, value $3,944,261.

    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 19,176 shares
    Change vs previous 13F -12,814 shares

    0.21% of the 13F portfolio, value $3,848,813.

    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 31,990 shares
    Change vs previous 13F +6,593 shares

    0.37% of the 13F portfolio, value $5,653,949.

    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 25,397 shares
    Change vs previous 13F +11,425 shares

    0.27% of the 13F portfolio, value $4,756,027.

    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 13,972 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,492,681.

    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).