Edge Wealth Management LLC: IWM position timeline

Edge Wealth Management LLC held 114,212 IWM 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 114,212 shares

   Change vs previous 13F +32 shares

   5.78% of the 13F portfolio, value $34,315,081.

   13F-HR 0001567163-26-000005 filed by Edge Wealth Management LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 114,180 shares

   Change vs previous 13F +262 shares

   4.84% of the 13F portfolio, value $28,316,702.

   13F-HR 0001567163-26-000003 filed by Edge Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 113,918 shares

   Change vs previous 13F -1,320 shares

   4.95% of the 13F portfolio, value $28,042,136.

   13F-HR 0001567163-26-000001 filed by Edge Wealth Management LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 115,238 shares

   Change vs previous 13F +425 shares

   4.94% of the 13F portfolio, value $27,883,000.

   13F-HR 0001085146-25-005929 filed by Edge Wealth Management LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 114,813 shares

   Change vs previous 13F -4,360 shares

   4.77% of the 13F portfolio, value $24,788,136.

   13F-HR 0001085146-25-003784 filed by Edge Wealth Management LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 119,173 shares

   Change vs previous 13F +2,464 shares

   4.82% of the 13F portfolio, value $23,773,910.

   13F-HR 0001085146-25-002050 filed by Edge Wealth Management LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 116,709 shares

   Change vs previous 13F -1,457 shares

   5.22% of the 13F portfolio, value $25,788,109.

   13F-HR 0001085146-25-000220 filed by Edge Wealth Management LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 118,166 shares

   Change vs previous 13F not available

   5.24% of the 13F portfolio, value $26,105,721.

   13F-HR 0001085146-24-004911 filed by Edge Wealth Management LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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