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Disclosery

Edge Capital Group, LLC: VFMO position timeline

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

Edge Capital Group, LLC held 1,000 VFMO 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 1,000 shares
    Change vs previous 13F -5,468 shares

    0.05% of the 13F portfolio, value $1,011,637.

    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 6,468 shares
    Change vs previous 13F -295 shares

    0.05% of the 13F portfolio, value $1,041,096.

    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 6,763 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $1,015,810.

    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 6,761 shares
    Change vs previous 13F -1,541 shares

    0.05% of the 13F portfolio, value $1,022,854.

    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 8,302 shares
    Change vs previous 13F -58,381 shares

    0.06% of the 13F portfolio, value $1,090,038.

    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 66,683 shares
    Change vs previous 13F +505 shares

    0.49% of the 13F portfolio, value $7,561,192.

    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 66,178 shares
    Change vs previous 13F +2,782 shares

    0.46% of the 13F portfolio, value $8,023,698.

    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 63,396 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $7,134,556.

    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).