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Disclosery

Edge Capital Group, LLC: SCHV position timeline

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

Edge Capital Group, LLC held 174,473 SCHV 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 174,473 shares
    Change vs previous 13F +115,264 shares

    0.23% of the 13F portfolio, value $4,548,505.

    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 59,209 shares
    Change vs previous 13F -423 shares

    0.21% of the 13F portfolio, value $4,758,603.

    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 59,632 shares
    Change vs previous 13F -634 shares

    0.21% of the 13F portfolio, value $4,417,518.

    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 60,266 shares
    Change vs previous 13F +9 shares

    0.23% of the 13F portfolio, value $4,578,981.

    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 60,257 shares
    Change vs previous 13F +2,312 shares

    0.24% of the 13F portfolio, value $4,224,013.

    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 57,945 shares
    Change vs previous 13F -1,310 shares

    0.24% of the 13F portfolio, value $3,735,157.

    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 59,255 shares
    Change vs previous 13F -423 shares

    0.23% of the 13F portfolio, value $3,975,410.

    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 59,678 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,913,684.

    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).