Edge Wealth Management LLC: AMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edge Wealth Management LLC on AMT, newest first. How the timeline and the estimate are built.
Edge Wealth Management LLC held 59,087 AMT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 59,087 sharesChange vs previous 13F +245 shares
1.63% of the 13F portfolio, value $9,664,810.
13F-HR 0001567163-26-000005 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 58,842 sharesChange vs previous 13F -1,615 shares
1.74% of the 13F portfolio, value $10,155,008.
13F-HR 0001567163-26-000003 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 60,457 sharesChange vs previous 13F -1,829 shares
1.87% of the 13F portfolio, value $10,614,458.
13F-HR 0001567163-26-000001 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 62,286 sharesChange vs previous 13F -553 shares
2.12% of the 13F portfolio, value $11,978,818.
13F-HR 0001085146-25-005929 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 62,839 sharesChange vs previous 13F -434 shares
2.67% of the 13F portfolio, value $13,872,895.
13F-HR 0001085146-25-003784 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 63,273 sharesChange vs previous 13F +959 shares
2.79% of the 13F portfolio, value $13,768,266.
13F-HR 0001085146-25-002050 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 62,314 sharesChange vs previous 13F -625 shares
2.31% of the 13F portfolio, value $11,428,937.
13F-HR 0001085146-25-000220 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 62,939 sharesChange vs previous 13F not available
2.94% of the 13F portfolio, value $14,637,153.
13F-HR 0001085146-24-004911 filed by Edge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).