Edge Wealth Management LLC: IYY position timeline

Edge Wealth Management LLC held 1,827 IYY 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 1,827 shares

   Change vs previous 13F -155 shares

   0.06% of the 13F portfolio, value $333,026.

   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 1,982 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $314,048.

   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 1,982 shares

   Change vs previous 13F -500 shares

   0.06% of the 13F portfolio, value $328,635.

   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 2,482 shares

   Change vs previous 13F -170 shares

   0.07% of the 13F portfolio, value $403,270.

   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 2,652 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $400,582.

   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 2,652 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $360,937.

   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 2,652 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $379,475.

   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 2,652 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $370,193.

   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).