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Disclosery

Edge Capital Group, LLC: VTV position timeline

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

Edge Capital Group, LLC held 30,278 VTV 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 30,278 shares
    Change vs previous 13F -192 shares

    0.26% of the 13F portfolio, value $5,126,053.

    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 30,470 shares
    Change vs previous 13F -1,134 shares

    0.24% of the 13F portfolio, value $5,319,112.

    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 31,604 shares
    Change vs previous 13F +114 shares

    0.25% of the 13F portfolio, value $5,069,614.

    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 31,490 shares
    Change vs previous 13F +894 shares

    0.26% of the 13F portfolio, value $5,128,474.

    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 30,596 shares
    Change vs previous 13F +93 shares

    0.25% of the 13F portfolio, value $4,574,135.

    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 30,503 shares
    Change vs previous 13F -448 shares

    0.27% of the 13F portfolio, value $4,207,282.

    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 30,951 shares
    Change vs previous 13F +3,959 shares

    0.25% of the 13F portfolio, value $4,398,151.

    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 26,992 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,727,885.

    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).