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Edge Wealth Management LLC: PEP position timeline

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

Edge Wealth Management LLC held 2,324 PEP 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 2,324 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $314,670.

    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 2,324 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $360,894.

    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 2,324 shares
    Change vs previous 13F -15 shares

    0.06% of the 13F portfolio, value $333,540.

    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 2,339 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $328,489.

    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 2,339 shares
    Change vs previous 13F -427 shares

    0.06% of the 13F portfolio, value $308,888.

    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 2,766 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $414,734.

    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 2,766 shares
    Change vs previous 13F -342 shares

    0.09% of the 13F portfolio, value $420,598.

    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 3,108 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $528,453.

    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).