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Disclosery

Edge Capital Group, LLC: PH position timeline

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

Edge Capital Group, LLC held 9,439 PH 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 9,439 shares
    Change vs previous 13F -252 shares

    0.31% of the 13F portfolio, value $6,003,487.

    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 9,691 shares
    Change vs previous 13F -263 shares

    0.27% of the 13F portfolio, value $6,122,968.

    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 9,954 shares
    Change vs previous 13F +442 shares

    0.24% of the 13F portfolio, value $5,034,833.

    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 9,512 shares
    Change vs previous 13F +638 shares

    0.26% of the 13F portfolio, value $5,286,674.

    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 8,874 shares
    Change vs previous 13F +1,067 shares

    0.23% of the 13F portfolio, value $4,088,252.

    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 7,807 shares
    Change vs previous 13F -2,064 shares

    0.2% of the 13F portfolio, value $3,040,983.

    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 9,871 shares
    Change vs previous 13F +380 shares

    0.22% of the 13F portfolio, value $3,850,085.

    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 9,491 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,190,020.

    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).