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Disclosery

Edge Capital Group, LLC: VGT position timeline

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

Edge Capital Group, LLC held 9,468 VGT 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 9,468 shares
    Change vs previous 13F -109 shares

    0.3% of the 13F portfolio, value $5,887,202.

    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 9,577 shares
    Change vs previous 13F -24,918 shares

    0.25% of the 13F portfolio, value $5,617,102.

    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 34,495 shares
    Change vs previous 13F +8,970 shares

    0.96% of the 13F portfolio, value $19,889,472.

    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 25,525 shares
    Change vs previous 13F -4,618 shares

    0.67% of the 13F portfolio, value $13,383,779.

    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 30,143 shares
    Change vs previous 13F +2,200 shares

    0.81% of the 13F portfolio, value $14,589,212.

    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 27,943 shares
    Change vs previous 13F -2,405 shares

    0.75% of the 13F portfolio, value $11,593,551.

    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 30,348 shares
    Change vs previous 13F -349 shares

    0.77% of the 13F portfolio, value $13,418,672.

    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 30,697 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $11,832,645.

    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).