Edge Wealth Management LLC: GOOGL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edge Wealth Management LLC on GOOGL, newest first. How the timeline and the estimate are built.
Edge Wealth Management LLC held 158,000 GOOGL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 158,000 sharesChange vs previous 13F -2,775 shares
9.51% of the 13F portfolio, value $56,464,415.
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 160,775 sharesChange vs previous 13F -18,981 shares
7.9% of the 13F portfolio, value $46,232,353.
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 179,756 sharesChange vs previous 13F -2,877 shares
9.93% of the 13F portfolio, value $56,263,738.
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 182,633 sharesChange vs previous 13F -540 shares
7.86% of the 13F portfolio, value $44,398,092.
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 183,173 sharesChange vs previous 13F -2,611 shares
6.22% of the 13F portfolio, value $32,281,444.
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 185,784 sharesChange vs previous 13F +2,189 shares
5.83% of the 13F portfolio, value $28,729,664.
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 183,595 sharesChange vs previous 13F -5,378 shares
7.03% of the 13F portfolio, value $34,754,460.
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 188,973 sharesChange vs previous 13F not available
6.29% of the 13F portfolio, value $31,337,414.
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).