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Disclosery

Edge Capital Group, LLC: IWV position timeline

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

Edge Capital Group, LLC held 12,770 IWV 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 12,770 shares
    Change vs previous 13F -126 shares

    0.22% of the 13F portfolio, value $4,268,373.

    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 12,896 shares
    Change vs previous 13F +71 shares

    0.19% of the 13F portfolio, value $4,213,510.

    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 12,825 shares
    Change vs previous 13F -33 shares

    0.19% of the 13F portfolio, value $3,958,693.

    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 12,858 shares
    Change vs previous 13F -34 shares

    0.19% of the 13F portfolio, value $3,858,429.

    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 12,892 shares
    Change vs previous 13F -2,214 shares

    0.2% of the 13F portfolio, value $3,529,056.

    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 15,106 shares
    Change vs previous 13F -2,634 shares

    0.24% of the 13F portfolio, value $3,701,876.

    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 17,740 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $4,514,475.

    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 17,740 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,176,173.

    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).