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Disclosery

Edge Capital Group, LLC: VBR position timeline

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

Edge Capital Group, LLC held 7,904 VBR 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 7,904 shares
    Change vs previous 13F +240 shares

    0.08% of the 13F portfolio, value $1,566,484.

    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 7,664 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $1,538,858.

    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 7,657 shares
    Change vs previous 13F -373 shares

    0.07% of the 13F portfolio, value $1,397,532.

    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 8,030 shares
    Change vs previous 13F +382 shares

    0.08% of the 13F portfolio, value $1,540,779.

    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 7,648 shares
    Change vs previous 13F +22 shares

    0.08% of the 13F portfolio, value $1,376,439.

    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 7,626 shares
    Change vs previous 13F -82 shares

    0.08% of the 13F portfolio, value $1,216,310.

    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 7,708 shares
    Change vs previous 13F +1,046 shares

    0.07% of the 13F portfolio, value $1,274,892.

    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 6,662 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,057,599.

    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).