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Disclosery

Edge Wealth Management LLC: MBB position timeline

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

Edge Wealth Management LLC held 0 MBB shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -80,590 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 80,590 shares
    Change vs previous 13F -1,094 shares

    1.36% of the 13F portfolio, value $7,668,145.

    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).

  3. period ended2025-06-30
    13F 81,684 shares
    Change vs previous 13F -3,039 shares

    1.48% of the 13F portfolio, value $7,668,903.

    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).

  4. period ended2025-03-31
    13F 84,723 shares
    Change vs previous 13F -1,784 shares

    1.61% of the 13F portfolio, value $7,945,323.

    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).

  5. period ended2024-12-31
    13F 86,507 shares
    Change vs previous 13F +7,422 shares

    1.61% of the 13F portfolio, value $7,930,962.

    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).

  6. period ended2024-09-30
    13F 79,085 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $7,577,139.

    13F-HR 0001085146-24-004911 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).