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Disclosery

Edge Capital Group, LLC: SMH position timeline

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

Edge Capital Group, LLC held 18,785 SMH 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 18,785 shares
    Change vs previous 13F +1,210 shares

    0.23% of the 13F portfolio, value $4,549,251.

    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 17,575 shares
    Change vs previous 13F -910 shares

    0.19% of the 13F portfolio, value $4,313,872.

    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 18,485 shares
    Change vs previous 13F -1,078 shares

    0.23% of the 13F portfolio, value $4,819,133.

    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 19,563 shares
    Change vs previous 13F +114 shares

    0.22% of the 13F portfolio, value $4,401,479.

    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 19,449 shares
    Change vs previous 13F +1,854 shares

    0.19% of the 13F portfolio, value $3,401,047.

    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 17,595 shares
    Change vs previous 13F -38,329 shares

    0.17% of the 13F portfolio, value $2,550,923.

    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 55,924 shares
    Change vs previous 13F +19,454 shares

    0.49% of the 13F portfolio, value $8,514,429.

    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 36,470 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $9,598,539.

    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).