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Disclosery

Edge Wealth Management LLC: BLK position timeline

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

Edge Wealth Management LLC held 15,857 BLK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,857 shares
    Change vs previous 13F +17 shares

    2.57% of the 13F portfolio, value $15,247,584.

    13F-HR 0001567163-26-000005 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,840 shares
    Change vs previous 13F -95 shares

    2.6% of the 13F portfolio, value $15,233,422.

    13F-HR 0001567163-26-000003 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,935 shares
    Change vs previous 13F -53 shares

    3.01% of the 13F portfolio, value $17,055,571.

    13F-HR 0001567163-26-000001 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,988 shares
    Change vs previous 13F +35 shares

    3.3% of the 13F portfolio, value $18,639,490.

    13F-HR 0001085146-25-005929 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,953 shares
    Change vs previous 13F +927 shares

    3.23% of the 13F portfolio, value $16,744,017.

    13F-HR 0001085146-25-003784 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,026 shares
    Change vs previous 13F +169 shares

    2.88% of the 13F portfolio, value $14,222,155.

    13F-HR 0001085146-25-002050 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,857 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $15,230,224.

    13F-HR 0001085146-25-000220 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).