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Disclosery

Edge Capital Group, LLC: PSX position timeline

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

Edge Capital Group, LLC held 7,548 PSX 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 7,548 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $859,944.

    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 7,548 shares
    Change vs previous 13F -57 shares

    0.04% of the 13F portfolio, value $992,185.

    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 7,605 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,073,598.

    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 7,605 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,242,201.

    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 7,605 shares
    Change vs previous 13F +167 shares

    0.06% of the 13F portfolio, value $1,012,530.

    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 7,438 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $893,676.

    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 7,438 shares
    Change vs previous 13F -2,005 shares

    0.04% of the 13F portfolio, value $709,436.

    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 9,443 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $957,331.

    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).