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
- period ended2026-06-3013F 120,107 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 119,722 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 119,462 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 120,461 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 119,809 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 118,133 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 115,577 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 116,848 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).