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Disclosery

Edge Capital Group, LLC: XLK position timeline

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

Edge Capital Group, LLC held 59,229 XLK 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 59,229 shares
    Change vs previous 13F +38,175 shares

    0.25% of the 13F portfolio, value $4,895,476.

    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 21,054 shares
    Change vs previous 13F -100 shares

    0.21% of the 13F portfolio, value $4,753,151.

    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 21,154 shares
    Change vs previous 13F +90 shares

    0.23% of the 13F portfolio, value $4,785,669.

    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 21,064 shares
    Change vs previous 13F -266 shares

    0.22% of the 13F portfolio, value $4,386,999.

    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 21,330 shares
    Change vs previous 13F -45 shares

    0.23% of the 13F portfolio, value $4,105,598.

    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 21,375 shares
    Change vs previous 13F -192 shares

    0.23% of the 13F portfolio, value $3,504,004.

    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 21,567 shares
    Change vs previous 13F -287 shares

    0.22% of the 13F portfolio, value $3,749,639.

    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 21,854 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,300,230.

    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).