Edge Wealth Management LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edge Wealth Management LLC on BA, newest first. How the timeline and the estimate are built.
Edge Wealth Management LLC held 2,755 BA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 2,755 sharesChange vs previous 13F -950 shares
0.1% of the 13F portfolio, value $596,375.
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 3,705 sharesChange vs previous 13F +500 shares
0.13% of the 13F portfolio, value $737,406.
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 3,205 sharesChange vs previous 13F +1,065 shares
0.12% of the 13F portfolio, value $695,870.
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 2,140 sharesChange vs previous 13F -300 shares
0.08% of the 13F portfolio, value $461,876.
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 2,440 sharesChange vs previous 13F +50 shares
0.1% of the 13F portfolio, value $511,083.
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 2,390 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $407,615.
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 2,390 sharesChange vs previous 13F -507 shares
0.09% of the 13F portfolio, value $423,030.
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 2,897 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $440,460.
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).