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Disclosery

Edge Capital Group, LLC: PAA position timeline

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

Edge Capital Group, LLC held 31,693 PAA 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 31,693 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $541,311.

    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 31,673 shares
    Change vs previous 13F -133 shares

    0.02% of the 13F portfolio, value $550,160.

    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 31,806 shares
    Change vs previous 13F -2,711 shares

    0.03% of the 13F portfolio, value $568,052.

    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 34,517 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $606,121.

    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 34,497 shares
    Change vs previous 13F -628 shares

    0.03% of the 13F portfolio, value $522,629.

    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 35,125 shares
    Change vs previous 13F -1,921 shares

    0.03% of the 13F portfolio, value $538,117.

    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 37,046 shares
    Change vs previous 13F +1,173 shares

    0.03% of the 13F portfolio, value $522,351.

    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 35,873 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $447,334.

    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).