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Edge Wealth Management LLC: PEG position timeline

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

Edge Wealth Management LLC held 120,107 PEG 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 120,107 shares
    Change vs previous 13F +385 shares

    1.64% of the 13F portfolio, value $9,747,916.

    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 119,722 shares
    Change vs previous 13F +260 shares

    1.66% of the 13F portfolio, value $9,691,528.

    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 119,462 shares
    Change vs previous 13F -999 shares

    1.69% of the 13F portfolio, value $9,592,799.

    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 120,461 shares
    Change vs previous 13F +652 shares

    1.78% of the 13F portfolio, value $10,053,673.

    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 119,809 shares
    Change vs previous 13F +1,676 shares

    1.94% of the 13F portfolio, value $10,082,113.

    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 118,133 shares
    Change vs previous 13F +2,556 shares

    1.97% of the 13F portfolio, value $9,722,316.

    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 115,577 shares
    Change vs previous 13F -1,271 shares

    1.98% of the 13F portfolio, value $9,765,142.

    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).

  8. period ended2024-09-30
    13F 116,848 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $10,423,993.

    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).